Cubic Asset Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $694K | Hold |
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|
2021
Q4 | $866K | Hold |
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|
2021
Q3 | $796K | Sell |
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|
2021
Q2 | $812K | Hold |
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|
2021
Q1 | $749K | Hold |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $714K | Sell |
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|
2020
Q2 | $712K | Hold |
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|
2020
Q1 | $544K | Buy |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $590K | Sell |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $535K | Sell |
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|
2018
Q3 | $677K | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $905K | Sell |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $1.17M | Hold |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1M | Buy |
|