Boston Trust Walden’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-139,981
| Closed | -$15.5M | – | 369 |
|
|
2022
Q4 | $15.5M | Sell |
139,981
-3,773
| -3% | -$418K | 0.14% | 183 |
|
|
2022
Q3 | $13.9M | Buy |
143,754
+4,223
| +3% | +$407K | 0.14% | 186 |
|
|
2022
Q2 | $22.7M | Buy |
139,531
+2,023
| +1% | +$329K | 0.21% | 157 |
|
|
2022
Q1 | $26.9M | Buy |
137,508
+2,148
| +2% | +$421K | 0.22% | 154 |
|
|
2021
Q4 | $33.1M | Sell |
135,360
-16
| -0% | -$3.91K | 0.27% | 132 |
|
|
2021
Q3 | $30.4M | Buy |
135,376
+2,656
| +2% | +$597K | 0.27% | 136 |
|
|
2021
Q2 | $30.3M | Buy |
+132,720
| New | +$30.3M | 0.27% | 135 |
|