Capital Analysts LLC’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
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1001 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 907 |
|
|
2021
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1014 |
|
|
2015
Q3 | – | Sell |
-516
| Closed | -$50.3K | – | 366 |
|
|
2015
Q2 | $50.3K | Sell |
516
-400
| -44% | -$39K | 0.01% | 278 |
|
|
2015
Q1 | $74.6K | Hold |
916
| – | – | 0.02% | 229 |
|
|
2014
Q4 | $59.6K | Sell |
916
-664
| -42% | -$43.2K | 0.01% | 239 |
|
|
2014
Q3 | $83K | Buy |
1,580
+500
| +46% | +$26.3K | 0.02% | 206 |
|
|
2014
Q2 | $65.5K | Hold |
1,080
| – | – | 0.02% | 216 |
|
|
2014
Q1 | $74.8K | Hold |
1,080
| – | – | 0.02% | 195 |
|
|
2013
Q4 | $53.3K | Hold |
1,080
| – | – | 0.01% | 210 |
|
|
2013
Q3 | $47.8K | Buy |
+1,080
| New | +$47.8K | 0.01% | 206 |
|