J.P. Morgan Private Wealth Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,132
| Closed | -$203K | – | 1651 |
|
|
2023
Q1 | $203K | Buy |
+2,132
| New | +$203K | ﹤0.01% | 1829 |
|
|
2022
Q3 | – | Sell |
-1,755
| Closed | -$285K | – | 1947 |
|
|
2022
Q2 | $285K | Sell |
1,755
-809
| -32% | -$131K | ﹤0.01% | 1677 |
|
|
2022
Q1 | $502K | Sell |
2,564
-572
| -18% | -$112K | ﹤0.01% | 1532 |
|
|
2021
Q4 | $767K | Buy |
3,136
+1,186
| +61% | +$290K | ﹤0.01% | 1375 |
|
|
2021
Q3 | $438K | Buy |
1,950
+33
| +2% | +$7.41K | ﹤0.01% | 1548 |
|
|
2021
Q2 | $437K | Buy |
1,917
+409
| +27% | +$93.2K | ﹤0.01% | 1530 |
|
|
2021
Q1 | $318K | Sell |
1,508
-139
| -8% | -$29.3K | ﹤0.01% | 1505 |
|
|
2020
Q4 | $366K | Sell |
1,647
-88
| -5% | -$19.6K | ﹤0.01% | 1414 |
|
|
2020
Q3 | $336K | Buy |
1,735
+4
| +0.2% | +$775 | ﹤0.01% | 1312 |
|
|
2020
Q2 | $326K | Sell |
1,731
-39
| -2% | -$7.35K | ﹤0.01% | 1275 |
|
|
2020
Q1 | $255K | Buy |
+1,770
| New | +$255K | ﹤0.01% | 1193 |
|