Fernwood Investment Management’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
Q2 | – | Sell |
-99
| Closed | -$11.4K | – | 401 |
|
|
2024
Q1 | $11.4K | Buy |
+99
| New | +$11.4K | ﹤0.01% | 547 |
|
|
2014
Q3 | – | Sell |
-7,700
| Closed | -$467K | – | 109 |
|
|
2014
Q2 | $467K | Hold |
7,700
| – | – | 0.39% | 66 |
|
|
2014
Q1 | $533K | Sell |
7,700
-1,600
| -17% | -$111K | 0.49% | 57 |
|
|
2013
Q4 | $459K | Buy |
+9,300
| New | +$459K | 0.3% | 83 |
|