DZ Bank’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
Q4 | – | Sell |
-1,100
| Closed | -$68K | – | 960 |
|
|
2024
Q3 | $68K | Hold |
1,100
| – | – | ﹤0.01% | 894 |
|
|
2024
Q2 | $102K | Hold |
1,100
| – | – | ﹤0.01% | 930 |
|
|
2024
Q1 | $127K | Sell |
1,100
-700
| -39% | -$80.7K | ﹤0.01% | 931 |
|
|
2023
Q4 | $217K | Hold |
1,800
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $210K | Hold |
1,800
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $194K | Hold |
1,800
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $171K | Hold |
1,800
| – | – | ﹤0.01% | 873 |
|
|
2022
Q4 | $200K | Buy |
1,800
+1,400
| +350% | +$155K | ﹤0.01% | 872 |
|
|
2022
Q3 | $39K | Hold |
400
| – | – | ﹤0.01% | 1018 |
|
|
2022
Q2 | $65K | Buy |
+400
| New | +$65K | ﹤0.01% | 975 |
|