JOYN Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-152
| Closed | -$20K | – | 649 |
|
|
2018
Q4 | $20K | Sell |
152
-25
| -14% | -$3.29K | ﹤0.01% | 662 |
|
|
2018
Q3 | $23K | Sell |
177
-12
| -6% | -$1.56K | ﹤0.01% | 639 |
|
|
2018
Q2 | $19K | Sell |
189
-373
| -66% | -$37.5K | ﹤0.01% | 695 |
|
|
2018
Q1 | $49K | Buy |
+562
| New | +$49K | 0.01% | 460 |
|