Meritage Portfolio Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7.35M | Sell |
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|
2018
Q2 | $5.61M | Sell |
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|
2018
Q1 | $5.07M | Sell |
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|
2017
Q4 | $5.65M | Sell |
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|
2017
Q3 | $5.79M | Buy |
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|
2017
Q2 | $5.58M | Buy |
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|
2017
Q1 | $2.77M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $7.06M | Sell |
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|
2016
Q2 | $8.47M | Sell |
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|
2016
Q1 | $8.65M | Sell |
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|
2015
Q4 | $7.95M | Buy |
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|
2015
Q3 | $4.45M | Buy |
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|
2015
Q2 | $4.67M | Buy |
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