Cetera Investment Advisers’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,150
| Closed | -$225K | – | 1870 |
|
|
2022
Q1 | $225K | Sell |
1,150
-114
| -9% | -$22.3K | ﹤0.01% | 1644 |
|
|
2021
Q4 | $309K | Sell |
1,264
-1
| -0.1% | -$244 | ﹤0.01% | 1476 |
|
|
2021
Q3 | $284K | Buy |
1,265
+4
| +0.3% | +$898 | ﹤0.01% | 1472 |
|
|
2021
Q2 | $288K | Buy |
+1,261
| New | +$288K | ﹤0.01% | 1437 |
|
|
2021
Q1 | – | Sell |
-901
| Closed | -$200K | – | 1638 |
|
|
2020
Q4 | $200K | Buy |
+901
| New | +$200K | ﹤0.01% | 1451 |
|