Palouse Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,727
| Closed | -$268K | – | 109 |
|
2018
Q2 | $268K | Buy |
2,727
+170
| +7% | +$16.7K | 0.09% | 85 |
|
2018
Q1 | $222K | Buy |
2,557
+40
| +2% | +$3.47K | 0.07% | 94 |
|
2017
Q4 | $243K | Sell |
2,517
-68
| -3% | -$6.57K | 0.08% | 85 |
|
2017
Q3 | $250K | Buy |
2,585
+24
| +0.9% | +$2.32K | 0.08% | 88 |
|
2017
Q2 | $241K | Sell |
2,561
-173
| -6% | -$16.3K | 0.09% | 89 |
|
2017
Q1 | $258K | Hold |
2,734
| – | – | 0.1% | 81 |
|
2016
Q4 | $231K | Buy |
+2,734
| New | +$231K | 0.09% | 87 |
|