Dana Investment Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,299
| Closed | -$1.61M | – | 309 |
|
|
2020
Q3 | $1.61M | Sell |
8,299
-147
| -2% | -$28.4K | 0.09% | 134 |
|
|
2020
Q2 | $1.59M | Sell |
8,446
-709
| -8% | -$134K | 0.09% | 140 |
|
|
2020
Q1 | $1.32M | Buy |
+9,155
| New | +$1.32M | 0.08% | 139 |
|
|
2014
Q3 | – | Sell |
-16,153
| Closed | -$979K | – | 266 |
|
|
2014
Q2 | $979K | Buy |
16,153
+1,259
| +8% | +$76.3K | 0.06% | 163 |
|
|
2014
Q1 | $1.03M | Buy |
+14,894
| New | +$1.03M | 0.06% | 145 |
|