Disciplined Investments’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$432 | – | 719 |
|
|
2023
Q2 | $432 | Sell |
4
-1
| -20% | -$108 | ﹤0.01% | 1279 |
|
|
2023
Q1 | $476 | Buy |
5
+1
| +25% | +$95 | ﹤0.01% | 1240 |
|
|
2022
Q4 | $444 | Hold |
4
| – | – | ﹤0.01% | 1223 |
|
|
2022
Q3 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 1374 |
|
|
2022
Q2 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1410 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1007 |
|