Thomas White International’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,195
| Closed | -$945K | – | 337 |
|
|
2016
Q4 | $945K | Hold |
11,195
| – | – | 0.14% | 146 |
|
|
2016
Q3 | $965K | Buy |
11,195
+1,080
| +11% | +$93.1K | 0.14% | 133 |
|
|
2016
Q2 | $1.04M | Buy |
10,115
+2,975
| +42% | +$306K | 0.16% | 118 |
|
|
2016
Q1 | $740K | Sell |
7,140
-1,425
| -17% | -$148K | 0.1% | 139 |
|
|
2015
Q4 | $807K | Buy |
+8,565
| New | +$807K | 0.11% | 130 |
|