Princeton Alpha 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,108
| Closed | -$440K | – | 765 |
|
|
2016
Q3 | $440K | Buy |
+5,108
| New | +$440K | 0.08% | 359 |
|
|
2016
Q2 | – | Sell |
-2,473
| Closed | -$256K | – | 844 |
|
|
2016
Q1 | $256K | Buy |
2,473
+87
| +4% | +$9.01K | 0.04% | 563 |
|
|
2015
Q4 | $225K | Buy |
+2,386
| New | +$225K | 0.04% | 591 |
|
|
2015
Q2 | – | Sell |
-3,726
| Closed | -$304K | – | 789 |
|
|
2015
Q1 | $304K | Sell |
3,726
-3,472
| -48% | -$283K | 0.07% | 438 |
|
|
2014
Q4 | $468K | Buy |
+7,198
| New | +$468K | 0.13% | 250 |
|
|
2014
Q2 | – | Sell |
-2,922
| Closed | -$202K | – | 752 |
|
|
2014
Q1 | $202K | Buy |
+2,922
| New | +$202K | 0.06% | 516 |
|