Cambridge Investment Research Advisors’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
Q3 | – | Sell |
-1,334
| Closed | -$217K | – | 3106 |
|
|
2022
Q2 | $217K | Buy |
1,334
+110
| +9% | +$17.9K | ﹤0.01% | 2667 |
|
|
2022
Q1 | $240K | Sell |
1,224
-4
| -0.3% | -$784 | ﹤0.01% | 2736 |
|
|
2021
Q4 | $300K | Sell |
1,228
-60
| -5% | -$14.7K | ﹤0.01% | 2526 |
|
|
2021
Q3 | $289K | Sell |
1,288
-11
| -0.8% | -$2.47K | ﹤0.01% | 2498 |
|
|
2021
Q2 | $296K | Sell |
1,299
-39
| -3% | -$8.89K | ﹤0.01% | 2481 |
|
|
2021
Q1 | $282K | Buy |
1,338
+96
| +8% | +$20.2K | ﹤0.01% | 2327 |
|
|
2020
Q4 | $276K | Buy |
+1,242
| New | +$276K | ﹤0.01% | 2213 |
|
|
2020
Q1 | – | Sell |
-4,873
| Closed | -$876K | – | 2360 |
|
|
2019
Q4 | $876K | Buy |
4,873
+1,336
| +38% | +$240K | 0.01% | 1227 |
|
|
2019
Q3 | $558K | Buy |
+3,537
| New | +$558K | ﹤0.01% | 1427 |
|
|
2019
Q1 | – | Sell |
-4,979
| Closed | -$653K | – | 2309 |
|
|
2018
Q4 | $653K | Buy |
4,979
+808
| +19% | +$106K | 0.01% | 1174 |
|
|
2018
Q3 | $546K | Buy |
4,171
+200
| +5% | +$26.2K | 0.01% | 1389 |
|
|
2018
Q2 | $391K | Buy |
+3,971
| New | +$391K | ﹤0.01% | 1549 |
|