USA Financial Formulas’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-146
| Closed | -$28K | – | 360 |
|
|
2020
Q3 | $28K | Buy |
+146
| New | +$28K | 0.02% | 150 |
|
|
2019
Q1 | – | Sell |
-811
| Closed | -$106K | – | 213 |
|
|
2018
Q4 | $106K | Buy |
+811
| New | +$106K | 0.03% | 273 |
|
|
2015
Q3 | – | Sell |
-9,065
| Closed | -$884K | – | 144 |
|
|
2015
Q2 | $884K | Buy |
+9,065
| New | +$884K | 0.27% | 75 |
|