Westside Investment Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61
| Closed | -$5.66K | – | 1002 |
|
|
2024
Q2 | $5.66K | Hold |
61
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $7.03K | Hold |
61
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $7.37K | Hold |
61
| – | – | ﹤0.01% | 647 |
|
|
2023
Q3 | $7.11K | Hold |
61
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $6.59K | Hold |
61
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $5.81K | Hold |
61
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $6 | Hold |
61
| – | – | ﹤0.01% | 677 |
|
|
2022
Q3 | $5 | Hold |
61
| – | – | ﹤0.01% | 684 |
|
|
2022
Q2 | $9 | Hold |
61
| – | – | ﹤0.01% | 613 |
|
|
2022
Q1 | $11 | Hold |
61
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $14 | Hold |
61
| – | – | ﹤0.01% | 546 |
|
|
2021
Q3 | $13 | Hold |
61
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $13 | Hold |
61
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $12 | Sell |
61
-22
| -27% | -$4 | ﹤0.01% | 525 |
|
|
2020
Q4 | $18 | Sell |
83
-20
| -19% | -$4 | ﹤0.01% | 440 |
|
|
2020
Q3 | $19 | Hold |
103
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $19 | Hold |
103
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $14 | Buy |
+103
| New | +$14 | ﹤0.01% | 425 |
|
|
2019
Q2 | $13 | Buy |
+103
| New | +$13 | ﹤0.01% | 441 |
|
|
2018
Q4 | $13.5K | Hold |
103
| – | – | ﹤0.01% | 419 |
|
|
2018
Q3 | $13.3K | Buy |
+103
| New | +$13.3K | ﹤0.01% | 438 |
|