Focused Wealth 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
Q1 | – | Sell |
-700
| Closed | -$84.6K | – | 481 |
|
|
2023
Q4 | $84.6K | Hold |
700
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $81.6K | Hold |
700
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $75.6K | Buy |
700
+40
| +6% | +$4.32K | 0.01% | 243 |
|
|
2023
Q1 | $62.8K | Sell |
660
-330
| -33% | -$31.4K | 0.01% | 278 |
|
|
2022
Q4 | $110K | Buy |
+990
| New | +$110K | 0.02% | 185 |
|