Sutton Wealth Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$333 | – | 1129 |
|
|
2022
Q4 | $333 | Buy |
+3
| New | +$333 | ﹤0.01% | 1555 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$812 | – | 1684 |
|
|
2022
Q2 | $812 | Buy |
+5
| New | +$812 | ﹤0.01% | 1342 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$733 | – | 1668 |
|
|
2021
Q4 | $733 | Buy |
+3
| New | +$733 | ﹤0.01% | 1415 |
|
|
2016
Q2 | – | Sell |
-389
| Closed | -$40.3K | – | 1048 |
|
|
2016
Q1 | $40.3K | Buy |
+389
| New | +$40.3K | 0.04% | 279 |
|