Strategic Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,089
| Closed | -$229K | – | 160 |
|
|
2021
Q1 | $229K | Hold |
1,089
| – | – | 0.04% | 159 |
|
|
2020
Q4 | $242K | Sell |
1,089
-2
| -0.2% | -$444 | 0.04% | 152 |
|
|
2020
Q3 | $211K | Sell |
1,091
-6,913
| -86% | -$1.34M | 0.04% | 145 |
|
|
2020
Q2 | $1.51M | Buy |
8,004
+1,018
| +15% | +$192K | 0.32% | 81 |
|
|
2020
Q1 | $1.01M | Buy |
+6,986
| New | +$1.01M | 0.26% | 87 |
|