Shepherd Kaplan Krochuk’s Helen of Troy HELE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-5,000
Closed -$325K 400
2014
Q4
$325K Sell
5,000
-500
-9% -$32.5K 0.05% 255
2014
Q3
$289K Sell
5,500
-100
-2% -$5.26K 0.04% 295
2014
Q2
$339K Buy
5,600
+600
+12% +$36.3K 0.04% 281
2014
Q1
$346K Buy
+5,000
New +$346K 0.04% 262