Wealthcare Advisory Partners’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
Q2 | – | Sell |
-112
| Closed | -$16K | – | 778 |
|
|
2020
Q1 | $16K | Hold |
112
| – | – | ﹤0.01% | 792 |
|
|
2019
Q4 | $20K | Hold |
112
| – | – | ﹤0.01% | 761 |
|
|
2019
Q3 | $18K | Hold |
112
| – | – | ﹤0.01% | 772 |
|
|
2019
Q2 | $15K | Hold |
112
| – | – | ﹤0.01% | 800 |
|
|
2019
Q1 | $13K | Hold |
112
| – | – | ﹤0.01% | 755 |
|
|
2018
Q4 | $15K | Hold |
112
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $15K | Hold |
112
| – | – | ﹤0.01% | 750 |
|
|
2018
Q2 | $11K | Buy |
+112
| New | +$11K | ﹤0.01% | 805 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | – | – | 1152 |
|
|
2017
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1124 |
|