Ladenburg Thalmann Financial Services’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
Q4 | $110K | Buy |
620
+9
| +1% | +$1.6K | ﹤0.01% | 2940 |
|
|
2019
Q3 | $96K | Buy |
611
+2
| +0.3% | +$314 | ﹤0.01% | 2965 |
|
|
2019
Q2 | $79K | Hold |
609
| – | – | ﹤0.01% | 3145 |
|
|
2019
Q1 | $70K | Sell |
609
-3,575
| -85% | -$411K | ﹤0.01% | 3153 |
|
|
2018
Q4 | $550K | Buy |
4,184
+875
| +26% | +$115K | 0.01% | 1462 |
|
|
2018
Q3 | $433K | Buy |
3,309
+2,906
| +721% | +$380K | ﹤0.01% | 1718 |
|
|
2018
Q2 | $35K | Hold |
403
| – | – | ﹤0.01% | 3499 |
|
|
2018
Q1 | $35K | Sell |
403
-5
| -1% | -$434 | ﹤0.01% | 3499 |
|
|
2017
Q4 | $40K | Buy |
408
+67
| +20% | +$6.57K | ﹤0.01% | 3374 |
|
|
2017
Q3 | $34K | Buy |
341
+12
| +4% | +$1.2K | ﹤0.01% | 3354 |
|
|
2017
Q2 | $31K | Sell |
329
-295
| -47% | -$27.8K | ﹤0.01% | 3332 |
|
|
2017
Q1 | $59K | Sell |
624
-765
| -55% | -$72.3K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $118K | Buy |
1,389
+406
| +41% | +$34.5K | ﹤0.01% | 2192 |
|
|
2016
Q3 | $85K | Buy |
983
+163
| +20% | +$14.1K | ﹤0.01% | 2372 |
|
|
2016
Q2 | $84K | Sell |
820
-12
| -1% | -$1.23K | ﹤0.01% | 2273 |
|
|
2016
Q1 | $86K | Sell |
832
-3,638
| -81% | -$376K | ﹤0.01% | 2169 |
|
|
2015
Q4 | $420K | Sell |
4,470
-43
| -1% | -$4.04K | 0.01% | 1118 |
|
|
2015
Q3 | $403K | Buy |
4,513
+4,015
| +806% | +$359K | 0.01% | 1085 |
|
|
2015
Q2 | $49K | Buy |
498
+95
| +24% | +$9.35K | ﹤0.01% | 2597 |
|
|
2015
Q1 | $33K | Sell |
403
-120
| -23% | -$9.83K | ﹤0.01% | 2863 |
|
|
2014
Q4 | $34K | Buy |
523
+318
| +155% | +$20.7K | ﹤0.01% | 2606 |
|
|
2014
Q3 | $11K | Sell |
205
-1,757
| -90% | -$94.3K | ﹤0.01% | 3034 |
|
|
2014
Q2 | $119K | Sell |
1,962
-101
| -5% | -$6.13K | ﹤0.01% | 1488 |
|
|
2014
Q1 | $143K | Buy |
2,063
+306
| +17% | +$21.2K | ﹤0.01% | 1309 |
|
|
2013
Q4 | $86K | Buy |
1,757
+1,385
| +372% | +$67.8K | ﹤0.01% | 1552 |
|
|
2013
Q3 | $17K | Buy |
372
+143
| +62% | +$6.54K | ﹤0.01% | 2555 |
|
|
2013
Q2 | $10K | Buy |
+229
| New | +$10K | ﹤0.01% | 2723 |
|