Lenox Wealth Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $74K | Hold |
393
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $56K | Buy |
393
+132
| +51% | +$18.8K | 0.02% | 234 |
|
|
2019
Q4 | $47K | Hold |
261
| – | – | 0.01% | 274 |
|
|
2019
Q3 | $41K | Hold |
261
| – | – | 0.01% | 284 |
|
|
2019
Q2 | $34K | Hold |
261
| – | – | 0.01% | 283 |
|
|
2019
Q1 | $30K | Hold |
261
| – | – | 0.01% | 289 |
|
|
2018
Q4 | $34K | Hold |
261
| – | – | 0.01% | 238 |
|
|
2018
Q3 | $34K | Hold |
261
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $26K | Hold |
261
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $22K | Hold |
261
| – | – | 0.01% | 287 |
|
|
2017
Q4 | $25K | Hold |
261
| – | – | 0.01% | 283 |
|
|
2017
Q3 | $25K | Hold |
261
| – | – | 0.01% | 297 |
|
|
2017
Q2 | $25K | Buy |
+261
| New | +$25K | 0.01% | 279 |
|