Howe & Rusling’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-75
| Closed | -$13K | – | 811 |
|
|
2019
Q4 | $13K | Hold |
75
| – | – | ﹤0.01% | 440 |
|
|
2019
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 449 |
|
|
2019
Q1 | $9K | Sell |
75
-75
| -50% | -$9K | ﹤0.01% | 464 |
|
|
2018
Q4 | $20K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $20K | Hold |
150
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 396 |
|
|
2018
Q1 | $13K | Sell |
150
-150
| -50% | -$13K | ﹤0.01% | 452 |
|
|
2017
Q4 | $29K | Hold |
300
| – | – | 0.01% | 348 |
|
|
2017
Q3 | $29K | Sell |
300
-100
| -25% | -$9.67K | 0.01% | 345 |
|
|
2017
Q2 | $38K | Sell |
400
-20
| -5% | -$1.9K | 0.01% | 297 |
|
|
2017
Q1 | $40K | Sell |
420
-120
| -22% | -$11.4K | 0.01% | 284 |
|
|
2016
Q4 | $46K | Hold |
540
| – | – | 0.01% | 272 |
|
|
2016
Q3 | $47K | Hold |
540
| – | – | 0.01% | 261 |
|
|
2016
Q2 | $56K | Hold |
540
| – | – | 0.01% | 238 |
|
|
2016
Q1 | $56K | Buy |
+540
| New | +$56K | 0.01% | 259 |
|