JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $767K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $255K | Buy |
|