Pier 88 Investment Partners’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,445
| Closed | -$412K | – | 96 |
|
|
2024
Q2 | $412K | Buy |
4,445
+2,130
| +92% | +$198K | 0.09% | 83 |
|
|
2024
Q1 | $267K | Hold |
2,315
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $280K | Sell |
2,315
-4,970
| -68% | -$600K | 0.07% | 77 |
|
|
2023
Q3 | $849K | Buy |
7,285
+1,000
| +16% | +$117K | 0.21% | 67 |
|
|
2023
Q2 | $679K | Buy |
6,285
+2,780
| +79% | +$300K | 0.17% | 69 |
|
|
2023
Q1 | $334K | Hold |
3,505
| – | – | 0.08% | 74 |
|
|
2022
Q4 | $389K | Buy |
3,505
+400
| +13% | +$44.4K | 0.09% | 71 |
|
|
2022
Q3 | $299K | Sell |
3,105
-3,855
| -55% | -$371K | 0.07% | 82 |
|
|
2022
Q2 | $1.13M | Sell |
6,960
-600
| -8% | -$97.5K | 0.27% | 59 |
|
|
2022
Q1 | $1.48M | Buy |
7,560
+410
| +6% | +$80.3K | 0.53% | 43 |
|
|
2021
Q4 | $1.75M | Buy |
7,150
+1,740
| +32% | +$425K | 0.37% | 62 |
|
|
2021
Q3 | $1.22M | Buy |
5,410
+700
| +15% | +$157K | 0.36% | 60 |
|
|
2021
Q2 | $1.07M | Sell |
4,710
-475
| -9% | -$108K | 0.31% | 76 |
|
|
2021
Q1 | $1.09M | Buy |
5,185
+300
| +6% | +$63.2K | 0.37% | 61 |
|
|
2020
Q4 | $1.09M | Sell |
4,885
-2,695
| -36% | -$599K | 0.35% | 52 |
|
|
2020
Q3 | $1.47M | Buy |
+7,580
| New | +$1.47M | 0.44% | 49 |
|