Lindenwold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,863
| Closed | -$276K | – | 115 |
|
|
2022
Q3 | $276K | Buy |
2,863
+35
| +1% | +$3.37K | 0.2% | 91 |
|
|
2022
Q2 | $459K | Buy |
2,828
+37
| +1% | +$6.01K | 0.33% | 71 |
|
|
2022
Q1 | $547K | Buy |
2,791
+161
| +6% | +$31.6K | 0.34% | 69 |
|
|
2021
Q4 | $643K | Buy |
+2,630
| New | +$643K | 0.38% | 66 |
|