Cutler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1275 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1563 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1636 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1620 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1748 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1985 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1689 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1759 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1751 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1841 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$6K | – | 1785 |
|
|
2018
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 1364 |
|
|
2017
Q4 | – | Sell |
-35
| Closed | -$3K | – | 2395 |
|
|
2017
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2227 |
|
|
2017
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2518 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 3034 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 3087 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3014 |
|
|
2016
Q2 | – | Sell |
-19
| Closed | -$1K | – | 3048 |
|
|
2016
Q1 | $1K | Sell |
19
-1,181
| -98% | -$62.2K | ﹤0.01% | 2665 |
|
|
2015
Q4 | $113K | Buy |
+1,200
| New | +$113K | 0.01% | 973 |
|