Schubert & Co’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$857 | – | 675 |
|
|
2023
Q1 | $857 | Sell |
9
-1
| -10% | -$95 | ﹤0.01% | 1254 |
|
|
2022
Q4 | $1.11K | Hold |
10
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q3 | $1K | Buy |
10
+2
| +25% | +$200 | ﹤0.01% | 1114 |
|
|
2022
Q2 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 1119 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 674 |
|