TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-140
| Closed | -$13.3K | – | 1063 |
|
|
2023
Q1 | $13.3K | Hold |
140
| – | – | ﹤0.01% | 914 |
|
|
2022
Q4 | $15.5K | Buy |
140
+73
| +109% | +$8.1K | ﹤0.01% | 817 |
|
|
2022
Q3 | $6K | Sell |
67
-49
| -42% | -$4.39K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $19K | Buy |
116
+58
| +100% | +$9.5K | ﹤0.01% | 657 |
|
|
2022
Q1 | $12K | Sell |
58
-78
| -57% | -$16.1K | ﹤0.01% | 981 |
|
|
2021
Q4 | $33K | Hold |
136
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $31K | Buy |
136
+37
| +37% | +$8.43K | ﹤0.01% | 522 |
|
|
2021
Q2 | $23K | Buy |
99
+2
| +2% | +$465 | ﹤0.01% | 551 |
|
|
2021
Q1 | $20K | Buy |
97
+39
| +67% | +$8.04K | 0.01% | 554 |
|
|
2020
Q4 | $13K | Hold |
58
| – | – | 0.01% | 559 |
|
|
2020
Q3 | $11K | Sell |
58
-2
| -3% | -$379 | ﹤0.01% | 547 |
|
|
2020
Q2 | $11K | Sell |
60
-19
| -24% | -$3.48K | ﹤0.01% | 538 |
|
|
2020
Q1 | $11K | Sell |
79
-58
| -42% | -$8.08K | 0.01% | 537 |
|
|
2019
Q4 | $25K | Sell |
137
-3
| -2% | -$547 | 0.01% | 505 |
|
|
2019
Q3 | $22K | Hold |
140
| – | – | 0.01% | 467 |
|
|
2019
Q2 | $18K | Buy |
140
+6
| +4% | +$771 | 0.01% | 486 |
|
|
2019
Q1 | $16K | Hold |
134
| – | – | 0.01% | 529 |
|
|
2018
Q4 | $18K | Sell |
134
-47
| -26% | -$6.31K | 0.01% | 487 |
|
|
2018
Q3 | $24K | Hold |
181
| – | – | 0.01% | 454 |
|
|
2018
Q2 | $18K | Hold |
181
| – | – | 0.01% | 505 |
|
|
2018
Q1 | $16K | Hold |
181
| – | – | 0.01% | 524 |
|
|
2017
Q4 | $17K | Hold |
181
| – | – | 0.01% | 522 |
|
|
2017
Q3 | $18K | Hold |
181
| – | – | 0.01% | 477 |
|
|
2017
Q2 | $17K | Hold |
181
| – | – | 0.01% | 484 |
|
|
2017
Q1 | $17K | Hold |
181
| – | – | 0.01% | 470 |
|
|
2016
Q4 | $15K | Hold |
181
| – | – | 0.01% | 542 |
|
|
2016
Q3 | $16K | Hold |
181
| – | – | 0.01% | 474 |
|
|
2016
Q2 | $19K | Hold |
181
| – | – | 0.01% | 453 |
|
|
2016
Q1 | $19K | Hold |
181
| – | – | 0.01% | 451 |
|
|
2015
Q4 | $17K | Buy |
+181
| New | +$17K | 0.01% | 466 |
|