Mercer Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,915
| Closed | -$270K | – | 1994 |
|
|
2024
Q2 | $270K | Buy |
+2,915
| New | +$270K | ﹤0.01% | 1632 |
|
|
2022
Q1 | – | Sell |
-1,188
| Closed | -$290K | – | 1901 |
|
|
2021
Q4 | $290K | Buy |
1,188
+15
| +1% | +$3.66K | ﹤0.01% | 1484 |
|
|
2021
Q3 | $264K | Sell |
1,173
-548
| -32% | -$123K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $393K | Sell |
1,721
-938
| -35% | -$214K | ﹤0.01% | 1262 |
|
|
2021
Q1 | $560K | Sell |
2,659
-621
| -19% | -$131K | 0.01% | 1032 |
|
|
2020
Q4 | $729K | Buy |
3,280
+1,495
| +84% | +$332K | 0.01% | 719 |
|
|
2020
Q3 | $345K | Buy |
1,785
+186
| +12% | +$36K | 0.01% | 903 |
|
|
2020
Q2 | $302K | Buy |
+1,599
| New | +$302K | 0.01% | 848 |
|