Northwest & Ethical Investments’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-9,323
| Closed | -$1.22M | – | 373 |
|
2018
Q4 | $1.22M | Sell |
9,323
-1,937
| -17% | -$254K | 0.07% | 294 |
|
2018
Q3 | $1.47M | Buy |
11,260
+4,260
| +61% | +$558K | 0.09% | 256 |
|
2018
Q2 | $689K | Sell |
7,000
-2,900
| -29% | -$286K | 0.05% | 304 |
|
2018
Q1 | $861K | Sell |
9,900
-860
| -8% | -$74.8K | 0.06% | 287 |
|
2017
Q4 | $1.04M | Sell |
10,760
-4,430
| -29% | -$427K | 0.07% | 279 |
|
2017
Q3 | $1.47M | Buy |
15,190
+630
| +4% | +$61K | 0.09% | 247 |
|
2017
Q2 | $1.37M | Buy |
+14,560
| New | +$1.37M | 0.09% | 246 |
|