Edgestream Partners’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 |
-10,566
| Closed | -$654K | – | 949 |
|
|
2024
Q3 | $654K | Buy |
+10,566
| New | +$654K | 0.03% | 653 |
|
|
2023
Q1 | – | Sell |
-13,487
| Closed | -$1.5M | – | 595 |
|
|
2022
Q4 | $1.5M | Sell |
13,487
-46,196
| -77% | -$5.12M | 0.17% | 200 |
|
|
2022
Q3 | $5.76M | Buy |
59,683
+56,131
| +1,580% | +$5.41M | 0.45% | 63 |
|
|
2022
Q2 | $577K | Buy |
3,552
+1,628
| +85% | +$264K | 0.05% | 395 |
|
|
2022
Q1 | $377K | Buy |
+1,924
| New | +$377K | 0.03% | 459 |
|