SWA
SOA Wealth Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250
| Closed | -$28.8K | – | 883 |
|
|
2024
Q1 | $28.8K | Hold |
250
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $30.2K | Hold |
250
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $29.1K | Hold |
250
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $27K | Hold |
250
| – | – | 0.01% | 377 |
|
|
2023
Q1 | $23.8K | Hold |
250
| – | – | 0.01% | 394 |
|
|
2022
Q4 | $27.7K | Hold |
250
| – | – | 0.01% | 354 |
|
|
2022
Q3 | $24K | Hold |
250
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $40K | Sell |
250
-750
| -75% | -$120K | 0.01% | 290 |
|
|
2022
Q1 | $195K | Hold |
1,000
| – | – | 0.05% | 162 |
|
|
2021
Q4 | $242K | Hold |
1,000
| – | – | 0.06% | 143 |
|
|
2021
Q3 | $224K | Buy |
+1,000
| New | +$224K | 0.06% | 145 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$210K | – | 905 |
|
|
2021
Q1 | $210K | Hold |
1,000
| – | – | 0.06% | 138 |
|
|
2020
Q4 | $231K | Buy |
+1,000
| New | +$231K | 0.06% | 130 |
|