Baird Financial Group’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,172
| Closed | -$425K | – | 1808 |
|
|
2022
Q1 | $425K | Sell |
2,172
-3,707
| -63% | -$725K | ﹤0.01% | 1481 |
|
|
2021
Q4 | $1.44M | Sell |
5,879
-7,720
| -57% | -$1.89M | ﹤0.01% | 1066 |
|
|
2021
Q3 | $3.06M | Buy |
13,599
+1,777
| +15% | +$399K | 0.01% | 769 |
|
|
2021
Q2 | $2.7M | Sell |
11,822
-1,760
| -13% | -$402K | 0.01% | 796 |
|
|
2021
Q1 | $2.86M | Sell |
13,582
-415
| -3% | -$87.4K | 0.01% | 753 |
|
|
2020
Q4 | $3.11M | Buy |
+13,997
| New | +$3.11M | 0.01% | 674 |
|