MCIA
Mountain Capital Investment Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,631
| Closed | -$600K | – | 101 |
|
|
2021
Q4 | $600K | Buy |
2,631
+417
| +19% | +$95.1K | 0.27% | 100 |
|
|
2021
Q3 | $501K | Sell |
2,214
-154
| -7% | -$34.8K | 0.27% | 103 |
|
|
2021
Q2 | $517K | Sell |
2,368
-253
| -10% | -$55.2K | 0.24% | 104 |
|
|
2021
Q1 | $576K | Buy |
2,621
+456
| +21% | +$100K | 0.29% | 112 |
|
|
2020
Q4 | $457K | Buy |
+2,165
| New | +$457K | 0.28% | 102 |
|