HighTower Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,049
| Closed | -$256K | – | 3161 |
|
|
2021
Q4 | $256K | Buy |
1,049
+82
| +8% | +$20K | ﹤0.01% | 2559 |
|
|
2021
Q3 | $221K | Buy |
967
+50
| +5% | +$11.4K | ﹤0.01% | 2622 |
|
|
2021
Q2 | $212K | Sell |
917
-212
| -19% | -$49K | ﹤0.01% | 2614 |
|
|
2021
Q1 | $236K | Buy |
1,129
+76
| +7% | +$15.9K | ﹤0.01% | 2463 |
|
|
2020
Q4 | $236K | Sell |
1,053
-497
| -32% | -$111K | ﹤0.01% | 2066 |
|
|
2020
Q3 | $300K | Sell |
1,550
-15
| -1% | -$2.9K | ﹤0.01% | 1812 |
|
|
2020
Q2 | $293K | Buy |
+1,565
| New | +$293K | ﹤0.01% | 1741 |
|
|
2018
Q1 | – | Sell |
-2,304
| Closed | -$220K | – | 2104 |
|
|
2017
Q4 | $220K | Buy |
+2,304
| New | +$220K | ﹤0.01% | 1852 |
|
|
2016
Q2 | – | Sell |
-2,018
| Closed | -$210K | – | 1818 |
|
|
2016
Q1 | $210K | Buy |
+2,018
| New | +$210K | ﹤0.01% | 1712 |
|