Harbor Investment Advisory’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 |
-366
| Closed | -$39.5K | – | 1245 |
|
|
2023
Q2 | $39.5K | Buy |
366
+139
| +61% | +$15K | 0.01% | 769 |
|
|
2023
Q1 | $21.6K | Hold |
227
| – | – | ﹤0.01% | 904 |
|
|
2022
Q4 | $25.2K | Hold |
227
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $22K | Hold |
227
| – | – | ﹤0.01% | 887 |
|
|
2022
Q2 | $37K | Hold |
227
| – | – | 0.01% | 775 |
|
|
2022
Q1 | $44K | Hold |
227
| – | – | 0.01% | 784 |
|
|
2021
Q4 | $55K | Hold |
227
| – | – | 0.01% | 714 |
|
|
2021
Q3 | $51K | Buy |
227
+56
| +33% | +$12.6K | 0.01% | 735 |
|
|
2021
Q2 | $39K | Hold |
171
| – | – | 0.01% | 762 |
|
|
2021
Q1 | $36K | Hold |
171
| – | – | 0.01% | 757 |
|
|
2020
Q4 | $38K | Buy |
171
+81
| +90% | +$18K | 0.01% | 692 |
|
|
2020
Q3 | $17K | Buy |
+90
| New | +$17K | ﹤0.01% | 766 |
|