Elkfork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $804K | Hold |
5,100
| – | – | 0.02% | 446 |
|
|
2019
Q2 | $666K | Hold |
5,100
| – | – | 0.02% | 498 |
|
|
2019
Q1 | $591K | Hold |
5,100
| – | – | 0.01% | 518 |
|
|
2018
Q4 | $669K | Hold |
5,100
| – | – | 0.02% | 443 |
|
|
2018
Q3 | $668K | Buy |
5,100
+714
| +16% | +$93.5K | 0.02% | 502 |
|
|
2018
Q2 | $432K | Hold |
4,386
| – | – | 0.01% | 571 |
|
|
2018
Q1 | $382K | Hold |
4,386
| – | – | 0.01% | 605 |
|
|
2017
Q4 | $423K | Buy |
4,386
+884
| +25% | +$85.3K | 0.01% | 590 |
|
|
2017
Q3 | $339K | Buy |
3,502
+510
| +17% | +$49.4K | 0.01% | 590 |
|
|
2017
Q2 | $282K | Buy |
2,992
+1,190
| +66% | +$112K | 0.01% | 609 |
|
|
2017
Q1 | $170K | Sell |
1,802
-170
| -9% | -$16K | 0.01% | 621 |
|
|
2016
Q4 | $166K | Buy |
+1,972
| New | +$166K | 0.01% | 607 |
|