Brinker Capital’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $454K | Buy |
2,409
+385
| +19% | +$72.6K | 0.01% | 736 |
|
|
2020
Q1 | $292K | Sell |
2,024
-521
| -20% | -$75.2K | 0.01% | 782 |
|
|
2019
Q4 | $458K | Sell |
2,545
-51
| -2% | -$9.18K | 0.01% | 737 |
|
|
2019
Q3 | $409K | Sell |
2,596
-25
| -1% | -$3.94K | 0.01% | 742 |
|
|
2019
Q2 | $342K | Sell |
2,621
-78
| -3% | -$10.2K | 0.01% | 779 |
|
|
2019
Q1 | $313K | Sell |
2,699
-776
| -22% | -$90K | 0.01% | 797 |
|
|
2018
Q4 | $456K | Sell |
3,475
-151
| -4% | -$19.8K | 0.02% | 629 |
|
|
2018
Q3 | $475K | Sell |
3,626
-31
| -0.8% | -$4.06K | 0.02% | 740 |
|
|
2018
Q2 | $360K | Buy |
3,657
+232
| +7% | +$22.8K | 0.01% | 810 |
|
|
2018
Q1 | $298K | Buy |
3,425
+56
| +2% | +$4.87K | 0.01% | 854 |
|
|
2017
Q4 | $325K | Buy |
+3,369
| New | +$325K | 0.01% | 823 |
|
|
2017
Q2 | – | Sell |
-2,757
| Closed | -$260K | – | 750 |
|
|
2017
Q1 | $260K | Buy |
+2,757
| New | +$260K | 0.01% | 823 |
|