Fortis Advisors’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
Q1
Sell
-1,852
Closed -$243K 325
2018
Q4
$243K Buy
1,852
+547
+42% +$71.8K 0.15% 64
2018
Q3
$171K Hold
1,305
0.1% 89
2018
Q2
$128K Buy
+1,305
New +$128K 0.07% 121