FORA Capital’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
Q4 | – | Sell |
-4,712
| Closed | -$549K | – | 516 |
|
|
2023
Q3 | $549K | Buy |
+4,712
| New | +$549K | 0.05% | 317 |
|
|
2022
Q4 | – | Sell |
-2,780
| Closed | -$268K | – | 554 |
|
|
2022
Q3 | $268K | Sell |
2,780
-1
| -0% | -$96 | 0.05% | 349 |
|
|
2022
Q2 | $452K | Buy |
+2,781
| New | +$452K | 0.09% | 268 |
|
|
2020
Q4 | – | Sell |
-660
| Closed | -$128K | – | 1010 |
|
|
2020
Q3 | $128K | Buy |
+660
| New | +$128K | 0.08% | 250 |
|
|
2020
Q2 | – | Sell |
-1,016
| Closed | -$146K | – | 1072 |
|
|
2020
Q1 | $146K | Buy |
+1,016
| New | +$146K | 0.03% | 525 |
|