Pathstone Family Office’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,008
| Closed | -$651K | – | 1332 |
|
|
2022
Q4 | $651K | Buy |
7,008
+761
| +12% | +$70.7K | 0.01% | 977 |
|
|
2022
Q3 | $602K | Buy |
6,247
+4,012
| +180% | +$387K | 0.01% | 992 |
|
|
2022
Q2 | $363K | Buy |
2,235
+335
| +18% | +$54.4K | 0.01% | 705 |
|
|
2022
Q1 | $433K | Buy |
1,900
+200
| +12% | +$45.6K | 0.01% | 602 |
|
|
2021
Q4 | $416K | Buy |
1,700
+100
| +6% | +$24.5K | 0.01% | 611 |
|
|
2021
Q3 | $359K | Buy |
1,600
+100
| +7% | +$22.4K | 0.01% | 618 |
|
|
2021
Q2 | $342K | Buy |
+1,500
| New | +$342K | 0.01% | 598 |
|
|
2019
Q2 | – | Sell |
-21
| Closed | -$2K | – | 739 |
|
|
2019
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 767 |
|