EAM Investors’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
Q4 | – | Sell |
-7,615
| Closed | -$1.2M | – | 275 |
|
|
2019
Q3 | $1.2M | Sell |
7,615
-98
| -1% | -$15.5K | 0.32% | 154 |
|
|
2019
Q2 | $1.01M | Buy |
+7,713
| New | +$1.01M | 0.25% | 193 |
|
|
2019
Q1 | – | Sell |
-15,728
| Closed | -$2.06M | – | 285 |
|
|
2018
Q4 | $2.06M | Sell |
15,728
-10,887
| -41% | -$1.43M | 0.56% | 45 |
|
|
2018
Q3 | $3.48M | Buy |
+26,615
| New | +$3.48M | 0.52% | 59 |
|
|
2014
Q2 | – | Sell |
-17,656
| Closed | -$1.22M | – | 337 |
|
|
2014
Q1 | $1.22M | Sell |
17,656
-8,256
| -32% | -$571K | 0.22% | 252 |
|
|
2013
Q4 | $1.28M | Buy |
25,912
+2,128
| +9% | +$105K | 0.23% | 226 |
|
|
2013
Q3 | $1.05M | Buy |
+23,784
| New | +$1.05M | 0.21% | 254 |
|