Rowland Carmichael 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
Q4 | $211K | Buy |
+950
| New | +$211K | 0.07% | 287 |
|
|
2020
Q1 | – | Sell |
-1,405
| Closed | -$253K | – | 339 |
|
|
2019
Q4 | $253K | Sell |
1,405
-25
| -2% | -$4.5K | 0.09% | 257 |
|
|
2019
Q3 | $225K | Buy |
+1,430
| New | +$225K | 0.08% | 263 |
|
|
2019
Q1 | – | Sell |
-1,845
| Closed | -$242K | – | 332 |
|
|
2018
Q4 | $242K | Hold |
1,845
| – | – | 0.11% | 196 |
|
|
2018
Q3 | $242K | Buy |
+1,845
| New | +$242K | 0.09% | 237 |
|