D.A. Davidson & Co’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,733
| Closed | -$359K | – | 1149 |
|
|
2018
Q4 | $359K | Buy |
2,733
+299
| +12% | +$39.3K | 0.01% | 746 |
|
|
2018
Q3 | $319K | Buy |
+2,434
| New | +$319K | 0.01% | 887 |
|
|
2017
Q3 | – | Sell |
-750
| Closed | -$70K | – | 1470 |
|
|
2017
Q2 | $70K | Hold |
750
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q1 | $70K | Sell |
750
-652
| -47% | -$60.9K | ﹤0.01% | 1381 |
|
|
2016
Q4 | $118K | Sell |
1,402
-15
| -1% | -$1.26K | ﹤0.01% | 1231 |
|
|
2016
Q3 | $121K | Buy |
1,417
+1,047
| +283% | +$89.4K | ﹤0.01% | 1157 |
|
|
2016
Q2 | $38K | Buy |
370
+119
| +47% | +$12.2K | ﹤0.01% | 1514 |
|
|
2016
Q1 | $26K | Buy |
+251
| New | +$26K | ﹤0.01% | 1630 |
|