Integrated Investment Consultants’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,075
| Closed | -$354K | – | 363 |
|
|
2024
Q2 | $354K | Hold |
3,075
| – | – | 0.1% | 178 |
|
|
2024
Q1 | $354K | Buy |
3,075
+185
| +6% | +$21.3K | 0.1% | 178 |
|
|
2023
Q4 | $349K | Sell |
2,890
-4
| -0.1% | -$483 | 0.11% | 166 |
|
|
2023
Q3 | $337K | Buy |
2,894
+48
| +2% | +$5.6K | 0.12% | 152 |
|
|
2023
Q2 | $307K | Hold |
2,846
| – | – | 0.1% | 183 |
|
|
2023
Q1 | $271K | Sell |
2,846
-124
| -4% | -$11.8K | 0.09% | 205 |
|
|
2022
Q4 | $329K | Buy |
+2,970
| New | +$329K | 0.11% | 160 |
|