Strong Tower Advisory Services’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,368
| Closed | -$286K | – | 83 |
|
|
2023
Q4 | $286K | Buy |
2,368
+190
| +9% | +$23K | 0.13% | 83 |
|
|
2023
Q3 | $254K | Buy |
2,178
+27
| +1% | +$3.15K | 0.13% | 85 |
|
|
2023
Q2 | $232K | Buy |
+2,151
| New | +$232K | 0.11% | 87 |
|
|
2023
Q1 | – | Sell |
-1,848
| Closed | -$205K | – | 93 |
|
|
2022
Q4 | $205K | Buy |
+1,848
| New | +$205K | 0.12% | 88 |
|
|
2022
Q3 | – | Sell |
-1,713
| Closed | -$278K | – | 100 |
|
|
2022
Q2 | $278K | Buy |
1,713
+41
| +2% | +$6.65K | 0.15% | 97 |
|
|
2022
Q1 | $327K | Buy |
1,672
+18
| +1% | +$3.52K | 0.17% | 97 |
|
|
2021
Q4 | $404K | Buy |
1,654
+412
| +33% | +$101K | 0.22% | 93 |
|
|
2021
Q3 | $275K | Buy |
+1,242
| New | +$275K | 0.16% | 94 |
|