Jacobi Capital Management’s Helen of Troy HELE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-200
Closed -$18K 704
2016
Q4
$18K Sell
200
-400
-67% -$36K 0.01% 339
2016
Q3
$52K Hold
600
0.02% 228
2016
Q2
$62K Buy
+600
New +$62K 0.03% 205