Grace 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,980
| Closed | -$386K | – | 84 |
|
|
2017
Q3 | $386K | Buy |
3,980
+400
| +11% | +$38.8K | 0.14% | 83 |
|
|
2017
Q2 | $337K | Buy |
3,580
+110
| +3% | +$10.4K | 0.13% | 89 |
|
|
2017
Q1 | $327K | Sell |
3,470
-34,928
| -91% | -$3.29M | 0.13% | 82 |
|
|
2016
Q4 | $3.24M | Sell |
38,398
-400
| -1% | -$33.8K | 1.47% | 33 |
|
|
2016
Q3 | $3.34M | Buy |
38,798
+5,940
| +18% | +$512K | 1.46% | 32 |
|
|
2016
Q2 | $3.38M | Sell |
32,858
-1,830
| -5% | -$188K | 1.42% | 34 |
|
|
2016
Q1 | $3.6M | Buy |
34,688
+4,786
| +16% | +$496K | 1.61% | 28 |
|
|
2015
Q4 | $2.82M | Buy |
+29,902
| New | +$2.82M | 1.33% | 34 |
|