Nierenberg Investment Management Company’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
Q4 | – | Sell |
-15,080
| Closed | -$933K | – | 48 |
|
|
2024
Q3 | $933K | Buy |
15,080
+2,000
| +15% | +$124K | 0.53% | 23 |
|
|
2024
Q2 | $1.21M | Hold |
13,080
| – | – | 0.68% | 19 |
|
|
2024
Q1 | $1.51M | Hold |
13,080
| – | – | 0.84% | 14 |
|
|
2023
Q4 | $1.58M | Buy |
13,080
+2,000
| +18% | +$242K | 0.95% | 12 |
|
|
2023
Q3 | $1.29M | Sell |
11,080
-2,000
| -15% | -$233K | 0.93% | 14 |
|
|
2023
Q2 | $1.41M | Buy |
13,080
+3,250
| +33% | +$351K | 0.97% | 14 |
|
|
2023
Q1 | $936K | Sell |
9,830
-180
| -2% | -$17.1K | 0.71% | 17 |
|
|
2022
Q4 | $1.11M | Sell |
10,010
-1,500
| -13% | -$166K | 0.84% | 13 |
|
|
2022
Q3 | $1.11M | Buy |
+11,510
| New | +$1.11M | 0.92% | 14 |
|