OneDigital Investment 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
Q3 | – | Sell |
-235
| Closed | -$31K | – | 776 |
|
|
2019
Q2 | $31K | Hold |
235
| – | – | ﹤0.01% | 674 |
|
|
2019
Q1 | $27K | Hold |
235
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $31K | Buy |
+235
| New | +$31K | 0.01% | 562 |
|
|
2018
Q3 | – | Sell |
-235
| Closed | -$23K | – | 1096 |
|
|
2018
Q2 | $23K | Hold |
235
| – | – | ﹤0.01% | 763 |
|
|
2018
Q1 | $20K | Hold |
235
| – | – | ﹤0.01% | 817 |
|
|
2017
Q4 | $23K | Hold |
235
| – | – | ﹤0.01% | 758 |
|
|
2017
Q3 | $23K | Hold |
235
| – | – | 0.01% | 593 |
|
|
2017
Q2 | $22K | Buy |
+235
| New | +$22K | 0.01% | 714 |
|