Brandywine Oak Private Wealth’s Helen of Troy HELE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,118
Closed -$235K 340
2021
Q1
$235K Buy
1,118
+39
+4% +$8.2K 0.03% 249
2020
Q4
$239K Buy
+1,079
New +$239K 0.04% 239
2020
Q3
Sell
-1,129
Closed -$212K 270
2020
Q2
$212K Buy
+1,129
New +$212K 0.04% 234