Obermeyer Wealth Partners’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$244K | – | 241 |
|
|
2021
Q4 | $244K | Hold |
1,000
| – | – | 0.01% | 198 |
|
|
2021
Q3 | $225K | Hold |
1,000
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $228K | Hold |
1,000
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $211K | Hold |
1,000
| – | – | 0.01% | 189 |
|
|
2020
Q4 | $222K | Buy |
+1,000
| New | +$222K | 0.01% | 142 |
|