One Wealth Advisors’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
Q2 | – | Sell |
-28
| Closed | -$3K | – | 272 |
|
|
2019
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 435 |
|
|
2018
Q4 | – | Sell |
-31
| Closed | -$4K | – | 260 |
|
|
2018
Q3 | $4K | Sell |
31
-6
| -16% | -$774 | ﹤0.01% | 427 |
|
|
2018
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 426 |
|
|
2018
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 445 |
|