OAM
Oberweis Asset Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$213K | – | 142 |
|
|
2020
Q3 | $213K | Buy |
+1,100
| New | +$213K | 0.07% | 115 |
|
|
2016
Q3 | – | Sell |
-5,800
| Closed | -$596K | – | 152 |
|
|
2016
Q2 | $596K | Buy |
5,800
+600
| +12% | +$61.7K | 0.18% | 88 |
|
|
2016
Q1 | $539K | Sell |
5,200
-1,500
| -22% | -$155K | 0.16% | 105 |
|
|
2015
Q4 | $631K | Buy |
6,700
+500
| +8% | +$47.1K | 0.18% | 95 |
|
|
2015
Q3 | $554K | Sell |
6,200
-300
| -5% | -$26.8K | 0.16% | 71 |
|
|
2015
Q2 | $634K | Buy |
+6,500
| New | +$634K | 0.17% | 64 |
|