HPIA
Hamilton Point Investment Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,041
| Closed | -$2.03M | – | 80 |
|
|
2022
Q3 | $2.03M | Buy |
21,041
+169
| +0.8% | +$16.3K | 0.62% | 55 |
|
|
2022
Q2 | $3.39M | Buy |
20,872
+49
| +0.2% | +$7.96K | 0.99% | 47 |
|
|
2022
Q1 | $4.08M | Buy |
20,823
+454
| +2% | +$88.9K | 1.05% | 42 |
|
|
2021
Q4 | $4.98M | Buy |
20,369
+488
| +2% | +$119K | 1.19% | 37 |
|
|
2021
Q3 | $4.47M | Buy |
19,881
+446
| +2% | +$100K | 1.19% | 38 |
|
|
2021
Q2 | $4.43M | Buy |
19,435
+366
| +2% | +$83.5K | 1.2% | 39 |
|
|
2021
Q1 | $4.02M | Buy |
+19,069
| New | +$4.02M | 1.16% | 41 |
|