YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 377 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 699 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 682 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 706 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 781 |
|
|
2018
Q1 | $1K | Sell |
17
-20
| -54% | -$1.18K | ﹤0.01% | 816 |
|
|
2017
Q4 | $3K | Sell |
37
-65
| -64% | -$5.27K | ﹤0.01% | 749 |
|
|
2017
Q3 | $10K | Hold |
102
| – | – | 0.01% | 633 |
|
|
2017
Q2 | $10K | Sell |
102
-17
| -14% | -$1.67K | 0.01% | 624 |
|
|
2017
Q1 | $11K | Sell |
119
-466
| -80% | -$43.1K | 0.01% | 608 |
|
|
2016
Q4 | $52K | Buy |
+585
| New | +$52K | 0.03% | 349 |
|