VHAM
Van Hulzen Asset Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,618
| Closed | -$263K | – | 290 |
|
|
2022
Q2 | $263K | Buy |
1,618
+40
| +3% | +$6.5K | 0.03% | 235 |
|
|
2022
Q1 | $309K | Buy |
1,578
+211
| +15% | +$41.3K | 0.03% | 227 |
|
|
2021
Q4 | $334K | Buy |
1,367
+290
| +27% | +$70.9K | 0.04% | 225 |
|
|
2021
Q3 | $242K | Sell |
1,077
-20
| -2% | -$4.49K | 0.04% | 234 |
|
|
2021
Q2 | $250K | Buy |
+1,097
| New | +$250K | 0.04% | 225 |
|
|
2020
Q3 | – | Sell |
-1,127
| Closed | -$213K | – | 272 |
|
|
2020
Q2 | $213K | Buy |
+1,127
| New | +$213K | 0.03% | 235 |
|