SCP
Seizert Capital Partners’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,052
| Closed | -$2.31M | – | 213 |
|
|
2020
Q1 | $2.31M | Buy |
16,052
+2,616
| +19% | +$377K | 0.17% | 68 |
|
|
2019
Q4 | $2.42M | Sell |
13,436
-8,557
| -39% | -$1.54M | 0.12% | 82 |
|
|
2019
Q3 | $3.47M | Hold |
21,993
| – | – | 0.17% | 73 |
|
|
2019
Q2 | $2.87M | Buy |
21,993
+7,364
| +50% | +$962K | 0.14% | 74 |
|
|
2019
Q1 | $1.7M | Buy |
+14,629
| New | +$1.7M | 0.08% | 104 |
|