Ergoteles’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,978
| Closed | -$2.59M | – | 393 |
|
|
2023
Q2 | $2.59M | Buy |
+23,978
| New | +$2.59M | 0.12% | 213 |
|
|
2023
Q1 | – | Sell |
-21,266
| Closed | -$2.36M | – | 1452 |
|
|
2022
Q4 | $2.36M | Buy |
21,266
+8,072
| +61% | +$895K | 0.09% | 235 |
|
|
2022
Q3 | $1.27M | Buy |
13,194
+9,325
| +241% | +$899K | 0.04% | 402 |
|
|
2022
Q2 | $628K | Buy |
+3,869
| New | +$628K | 0.02% | 739 |
|
|
2021
Q4 | – | Sell |
-6,462
| Closed | -$1.45M | – | 1385 |
|
|
2021
Q3 | $1.45M | Buy |
6,462
+1,162
| +22% | +$261K | 0.05% | 308 |
|
|
2021
Q2 | $1.21M | Sell |
5,300
-60
| -1% | -$13.7K | 0.03% | 454 |
|
|
2021
Q1 | $1.13M | Buy |
+5,360
| New | +$1.13M | 0.04% | 350 |
|