Heritage Wealth Management (Arizona)’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.77K | Buy |
52
+26
| +100% | +$2.88K | ﹤0.01% | 863 |
|
|
2022
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $4.22K | Hold |
26
| – | – | ﹤0.01% | 793 |
|
|
2022
Q1 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 797 |
|
|
2021
Q3 | $6K | Hold |
26
| – | – | ﹤0.01% | 707 |
|
|
2021
Q2 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 722 |
|