Veritable’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,940
| Closed | -$315K | – | 838 |
|
|
2022
Q2 | $315K | Buy |
1,940
+4
| +0.2% | +$649 | 0.01% | 660 |
|
|
2022
Q1 | $379K | Buy |
1,936
+3
| +0.2% | +$587 | 0.01% | 635 |
|
|
2021
Q4 | $473K | Hold |
1,933
| – | – | 0.01% | 574 |
|
|
2021
Q3 | $434K | Sell |
1,933
-10
| -0.5% | -$2.25K | 0.01% | 585 |
|
|
2021
Q2 | $443K | Sell |
1,943
-2
| -0.1% | -$456 | 0.01% | 568 |
|
|
2021
Q1 | $410K | Hold |
1,945
| – | – | 0.01% | 556 |
|
|
2020
Q4 | $432K | Sell |
1,945
-40
| -2% | -$8.88K | 0.01% | 535 |
|
|
2020
Q3 | $384K | Sell |
1,985
-1,400
| -41% | -$271K | 0.01% | 514 |
|
|
2020
Q2 | $638K | Sell |
3,385
-500
| -13% | -$94.2K | 0.01% | 410 |
|
|
2020
Q1 | $560K | Buy |
3,885
+45
| +1% | +$6.49K | 0.01% | 426 |
|
|
2019
Q4 | $690K | Sell |
3,840
-4
| -0.1% | -$719 | 0.01% | 450 |
|
|
2019
Q3 | $606K | Sell |
3,844
-31
| -0.8% | -$4.89K | 0.01% | 464 |
|
|
2019
Q2 | $506K | Sell |
3,875
-111
| -3% | -$14.5K | 0.01% | 494 |
|
|
2019
Q1 | $462K | Buy |
+3,986
| New | +$462K | 0.01% | 516 |
|