Global Financial Private Client’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
Q3 | – | Sell |
-21
| Closed | -$1.95K | – | 817 |
|
|
2024
Q2 | $1.95K | Hold |
21
| – | – | ﹤0.01% | 575 |
|
|
2024
Q1 | $2.41K | Hold |
21
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $2.54K | Hold |
21
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $2.47K | Hold |
21
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $2.31K | Hold |
21
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $2.02K | Hold |
21
| – | – | ﹤0.01% | 577 |
|
|
2022
Q4 | $2.33K | Hold |
21
| – | – | ﹤0.01% | 546 |
|
|
2022
Q3 | $2.08K | Hold |
21
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $3.48K | Hold |
21
| – | – | ﹤0.01% | 479 |
|
|
2022
Q1 | $4.2K | Hold |
21
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $5.13K | Hold |
21
| – | – | ﹤0.01% | 451 |
|
|
2021
Q3 | $4.73K | Hold |
21
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $4.86K | Hold |
21
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $4.47K | Hold |
21
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $4.67K | Hold |
21
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $4.19K | Hold |
21
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $3.93K | Hold |
21
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $2.69K | Hold |
21
| – | – | ﹤0.01% | 425 |
|
|
2019
Q4 | $3.78K | Buy |
+21
| New | +$3.78K | ﹤0.01% | 429 |
|