Next Financial Group’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-138
| Closed | -$25K | – | 2234 |
|
|
2019
Q4 | $25K | Buy |
138
+62
| +82% | +$11.2K | ﹤0.01% | 1446 |
|
|
2019
Q3 | $12K | Buy |
+76
| New | +$12K | ﹤0.01% | 1640 |
|
|
2019
Q1 | – | Sell |
-3,214
| Closed | -$422K | – | 1837 |
|
|
2018
Q4 | $422K | Buy |
+3,214
| New | +$422K | 0.09% | 247 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$9K | – | 1834 |
|
|
2017
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1347 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1315 |
|
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 1736 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1690 |
|
|
2016
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1190 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 1202 |
|
|
2015
Q3 | $8K | Buy |
100
+50
| +100% | +$4K | ﹤0.01% | 1284 |
|
|
2015
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 1530 |
|