William Blair & Company’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
Q2 | – | Sell |
-2,625
| Closed | -$514K | – | 1895 |
|
|
2022
Q1 | $514K | Sell |
2,625
-65
| -2% | -$12.7K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $658K | Sell |
2,690
-1,104
| -29% | -$270K | ﹤0.01% | 1110 |
|
|
2021
Q3 | $852K | Buy |
3,794
+110
| +3% | +$24.7K | ﹤0.01% | 980 |
|
|
2021
Q2 | $840K | Sell |
3,684
-403
| -10% | -$91.9K | ﹤0.01% | 972 |
|
|
2021
Q1 | $861K | Sell |
4,087
-316
| -7% | -$66.6K | ﹤0.01% | 944 |
|
|
2020
Q4 | $978K | Buy |
4,403
+320
| +8% | +$71.1K | ﹤0.01% | 861 |
|
|
2020
Q3 | $790K | Buy |
4,083
+595
| +17% | +$115K | ﹤0.01% | 830 |
|
|
2020
Q2 | $658K | Buy |
+3,488
| New | +$658K | ﹤0.01% | 863 |
|
|
2020
Q1 | – | Sell |
-1,179
| Closed | -$212K | – | 1698 |
|
|
2019
Q4 | $212K | Buy |
+1,179
| New | +$212K | ﹤0.01% | 1286 |
|