Oakbrook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,800
| Closed | -$324K | – | 274 |
|
|
2019
Q4 | $324K | Buy |
1,800
+50
| +3% | +$9K | 0.07% | 445 |
|
|
2019
Q3 | $276K | Buy |
+1,750
| New | +$276K | 0.02% | 507 |
|
|
2019
Q2 | – | Sell |
-1,800
| Closed | -$209K | – | 620 |
|
|
2019
Q1 | $209K | Buy |
+1,800
| New | +$209K | 0.01% | 579 |
|