Mackenzie Financial’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
Q3 | – | Sell |
-1,749
| Closed | -$284K | – | 1471 |
|
|
2022
Q2 | $284K | Buy |
1,749
+369
| +27% | +$59.9K | ﹤0.01% | 1115 |
|
|
2022
Q1 | $270K | Sell |
1,380
-20
| -1% | -$3.91K | ﹤0.01% | 1168 |
|
|
2021
Q4 | $342K | Buy |
1,400
+18
| +1% | +$4.4K | ﹤0.01% | 1099 |
|
|
2021
Q3 | $311K | Buy |
+1,382
| New | +$311K | ﹤0.01% | 1126 |
|
|
2019
Q2 | – | Sell |
-5,210
| Closed | -$604K | – | 1160 |
|
|
2019
Q1 | $604K | Buy |
+5,210
| New | +$604K | ﹤0.01% | 992 |
|