Duality Advisers’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-14,889
| Closed | -$1.44M | – | 666 |
|
2022
Q3 | $1.44M | Sell |
14,889
-7,425
| -33% | -$716K | 0.16% | 248 |
|
2022
Q2 | $3.62M | Buy |
22,314
+17,421
| +356% | +$2.83M | 0.36% | 68 |
|
2022
Q1 | $958K | Buy |
+4,893
| New | +$958K | 0.1% | 335 |
|
2021
Q2 | – | Sell |
-8,152
| Closed | -$1.72M | – | 616 |
|
2021
Q1 | $1.72M | Buy |
8,152
+6,214
| +321% | +$1.31M | 0.15% | 246 |
|
2020
Q4 | $431K | Sell |
1,938
-14,142
| -88% | -$3.15M | 0.03% | 458 |
|
2020
Q3 | $3.11M | Buy |
16,080
+1,102
| +7% | +$213K | 0.2% | 132 |
|
2020
Q2 | $2.82M | Buy |
+14,978
| New | +$2.82M | 0.26% | 110 |
|