Global Retirement Partners’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
Q4 | $1.74K | Sell |
29
-4
| -12% | -$239 | ﹤0.01% | 3119 |
|
|
2024
Q3 | $2.04K | Buy |
33
+28
| +560% | +$1.73K | ﹤0.01% | 2928 |
|
|
2024
Q2 | $464 | Hold |
5
| – | – | ﹤0.01% | 3298 |
|
|
2024
Q1 | $576 | Hold |
5
| – | – | ﹤0.01% | 3102 |
|
|
2023
Q4 | $587 | Buy |
+5
| New | +$587 | ﹤0.01% | 3039 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 3043 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2814 |
|
|
2020
Q3 | – | Sell |
-83
| Closed | -$16K | – | 1660 |
|
|
2020
Q2 | $16K | Buy |
+83
| New | +$16K | ﹤0.01% | 969 |
|