Capstone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,141
| Closed | -$339K | – | 1188 |
|
|
2023
Q2 | $339K | Buy |
+3,141
| New | +$339K | ﹤0.01% | 543 |
|
|
2017
Q2 | – | Sell |
-2,247
| Closed | -$211K | – | 642 |
|
|
2017
Q1 | $211K | Buy |
+2,247
| New | +$211K | 0.01% | 609 |
|
|
2016
Q4 | – | Sell |
-8,033
| Closed | -$692K | – | 790 |
|
|
2016
Q3 | $692K | Buy |
+8,033
| New | +$692K | 0.02% | 341 |
|