Laird Norton Wetherby Wealth Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,015
| Closed | -$248K | – | 932 |
|
|
2021
Q4 | $248K | Sell |
1,015
-47
| -4% | -$11.5K | 0.01% | 775 |
|
|
2021
Q3 | $239K | Hold |
1,062
| – | – | 0.01% | 774 |
|
|
2021
Q2 | $242K | Buy |
+1,062
| New | +$242K | 0.01% | 779 |
|
|
2021
Q1 | – | Sell |
-1,298
| Closed | -$288K | – | 824 |
|
|
2020
Q4 | $288K | Buy |
+1,298
| New | +$288K | 0.02% | 669 |
|