Wealthspire Advisors (Maryland)’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12
| Closed | -$1K | – | 1128 |
|
|
2019
Q1 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 2337 |
|
|
2018
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2272 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2285 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2497 |
|
|
2018
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2553 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 2341 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2228 |
|