GW Henssler & Associates’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
Q3 | – | Sell |
-2,567
| Closed | -$277K | – | 238 |
|
|
2023
Q2 | $277K | Hold |
2,567
| – | – | 0.02% | 153 |
|
|
2023
Q1 | $244K | Buy |
2,567
+760
| +42% | +$72.3K | 0.02% | 195 |
|
|
2022
Q4 | $200K | Buy |
+1,807
| New | +$200K | 0.01% | 214 |
|
|
2022
Q3 | – | Sell |
-1,547
| Closed | -$251K | – | 214 |
|
|
2022
Q2 | $251K | Buy |
+1,547
| New | +$251K | 0.02% | 169 |
|