Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,362
| Closed | -$340K | – | 303 |
|
|
2020
Q1 | $340K | Buy |
2,362
+1
| +0% | +$144 | 0.01% | 553 |
|
|
2019
Q4 | $424K | Sell |
2,361
-348
| -13% | -$62.5K | 0.01% | 589 |
|
|
2019
Q3 | $427K | Sell |
2,709
-569
| -17% | -$89.7K | 0.02% | 589 |
|
|
2019
Q2 | $428K | Buy |
+3,278
| New | +$428K | 0.02% | 605 |
|
|
2018
Q3 | – | Sell |
-495
| Closed | -$49K | – | 1577 |
|
|
2018
Q2 | $49K | Buy |
+495
| New | +$49K | ﹤0.01% | 1299 |
|
|
2014
Q3 | – | Sell |
-106
| Closed | -$6.43K | – | 328 |
|
|
2014
Q2 | $6.43K | Buy |
106
+38
| +56% | +$2.3K | ﹤0.01% | 202 |
|
|
2014
Q1 | $4.71K | Buy |
+68
| New | +$4.71K | ﹤0.01% | 214 |
|