Piermont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,900
| Closed | -$959K | – | 248 |
|
|
2017
Q3 | $959K | Sell |
9,900
-8,970
| -48% | -$869K | 0.32% | 112 |
|
|
2017
Q2 | $1.78M | Sell |
18,870
-2,010
| -10% | -$189K | 0.51% | 75 |
|
|
2017
Q1 | $1.97M | Buy |
20,880
+7,410
| +55% | +$698K | 0.47% | 93 |
|
|
2016
Q4 | $1.14M | Sell |
13,470
-260
| -2% | -$22K | 0.26% | 151 |
|
|
2016
Q3 | $1.18M | Buy |
+13,730
| New | +$1.18M | 0.28% | 144 |
|
|
2016
Q2 | – | Sell |
-4,530
| Closed | -$470K | – | 261 |
|
|
2016
Q1 | $470K | Buy |
+4,530
| New | +$470K | 0.15% | 153 |
|