Clark Capital Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-90,590
| Closed | -$19.1M | – | 343 |
|
|
2021
Q1 | $19.1M | Buy |
90,590
+78,920
| +676% | +$16.6M | 0.29% | 147 |
|
|
2020
Q4 | $2.59M | Sell |
11,670
-444
| -4% | -$98.7K | 0.04% | 213 |
|
|
2020
Q3 | $2.34M | Sell |
12,114
-818
| -6% | -$158K | 0.04% | 205 |
|
|
2020
Q2 | $2.44M | Sell |
12,932
-10,798
| -46% | -$2.04M | 0.05% | 193 |
|
|
2020
Q1 | $3.42M | Buy |
23,730
+11,437
| +93% | +$1.65M | 0.09% | 140 |
|
|
2019
Q4 | $2.21M | Sell |
12,293
-1,076
| -8% | -$193K | 0.05% | 181 |
|
|
2019
Q3 | $2.11M | Buy |
+13,369
| New | +$2.11M | 0.05% | 184 |
|
|
2019
Q1 | – | Sell |
-20,488
| Closed | -$2.69M | – | 305 |
|
|
2018
Q4 | $2.69M | Buy |
+20,488
| New | +$2.69M | 0.07% | 152 |
|