WealthSource Partners’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$288K | – | 371 |
|
|
2019
Q4 | $288K | Hold |
1,600
| – | – | 0.04% | 321 |
|
|
2019
Q3 | $252K | Buy |
+1,600
| New | +$252K | 0.04% | 353 |
|
|
2017
Q2 | – | Sell |
-2,125
| Closed | -$200K | – | 296 |
|
|
2017
Q1 | $200K | Buy |
+2,125
| New | +$200K | 0.07% | 267 |
|