James Investment Research’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $2.17M | Sell |
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|
2021
Q4 | $5.71M | Sell |
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|
2021
Q3 | $5.33M | Sell |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $9.64M | Buy |
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|
2020
Q4 | $7.91M | Sell |
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|
2020
Q3 | $7.04M | Buy |
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|
2020
Q2 | $6.79M | Buy |
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|
2020
Q1 | $4.91M | Sell |
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|
2019
Q4 | $6.65M | Buy |
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|
2019
Q3 | $5.02M | Buy |
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|
2019
Q2 | $4.13M | Buy |
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|
2019
Q1 | $1.83M | Sell |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $14M | Buy |
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|
2018
Q2 | $5.45M | Buy |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $3.47M | Buy |
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|
2017
Q3 | $3.4M | Buy |
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|
2017
Q2 | $2.41M | Sell |
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|
2017
Q1 | $16.1M | Sell |
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|
2016
Q4 | $14.8M | Sell |
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|
2016
Q3 | $27.1M | Sell |
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|
2016
Q2 | $37.5M | Buy |
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|
2016
Q1 | $37.1M | Buy |
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|
2015
Q4 | $32.9M | Buy |
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|
2015
Q3 | $26.4M | Buy |
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|
2015
Q2 | $24M | Buy |
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|
2015
Q1 | $9.19M | Buy |
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|
2014
Q4 | $1.19M | Sell |
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|
2014
Q3 | $1.22M | Sell |
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|
2014
Q2 | $10.1M | Buy |
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|
2014
Q1 | $9.33M | Buy |
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|
2013
Q4 | $3.5M | Buy |
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|
2013
Q3 | $2.53M | Buy |
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|
2013
Q2 | $730K | Buy |
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