Benjamin F. Edwards & Company’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,963
| Closed | -$258K | – | 1728 |
|
|
2018
Q4 | $258K | Buy |
1,963
+1,441
| +276% | +$189K | 0.03% | 429 |
|
|
2018
Q3 | $68K | Buy |
522
+155
| +42% | +$20.2K | 0.01% | 776 |
|
|
2018
Q2 | $36K | Buy |
+367
| New | +$36K | ﹤0.01% | 936 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | – | – | 1136 |
|
|
2015
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1187 |
|