Chicago Partners Investment Group’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,720
| Closed | -$213K | – | 579 |
|
|
2018
Q3 | $213K | Hold |
1,720
| – | – | 0.03% | 287 |
|
|
2018
Q2 | $169K | Hold |
1,720
| – | – | 0.03% | 305 |
|
|
2018
Q1 | $150K | Buy |
1,720
+1,080
| +169% | +$94.2K | 0.03% | 293 |
|
|
2017
Q4 | $62K | Hold |
640
| – | – | 0.01% | 423 |
|
|
2017
Q3 | $62K | Hold |
640
| – | – | 0.01% | 404 |
|
|
2017
Q2 | $60K | Buy |
+640
| New | +$60K | 0.02% | 354 |
|