Zacks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,878
| Closed | -$630K | – | 605 |
|
|
2022
Q2 | $630K | Sell |
3,878
-226
| -6% | -$36.7K | 0.01% | 398 |
|
|
2022
Q1 | $804K | Buy |
+4,104
| New | +$804K | 0.01% | 393 |
|
|
2020
Q3 | – | Sell |
-2,231
| Closed | -$421K | – | 532 |
|
|
2020
Q2 | $421K | Sell |
2,231
-8,377
| -79% | -$1.58M | 0.01% | 406 |
|
|
2020
Q1 | $1.53M | Buy |
10,608
+2,052
| +24% | +$296K | 0.04% | 230 |
|
|
2019
Q4 | $1.54M | Sell |
8,556
-820
| -9% | -$147K | 0.03% | 314 |
|
|
2019
Q3 | $1.48M | Buy |
9,376
+74
| +0.8% | +$11.7K | 0.03% | 321 |
|
|
2019
Q2 | $1.22M | Sell |
9,302
-383
| -4% | -$50K | 0.02% | 370 |
|
|
2019
Q1 | $1.12M | Sell |
9,685
-697
| -7% | -$80.8K | 0.02% | 371 |
|
|
2018
Q4 | $1.36M | Buy |
+10,382
| New | +$1.36M | 0.03% | 289 |
|
|
2017
Q2 | – | Sell |
-7,388
| Closed | -$696K | – | 637 |
|
|
2017
Q1 | $696K | Buy |
7,388
+2,202
| +42% | +$207K | 0.02% | 430 |
|
|
2016
Q4 | $438K | Buy |
+5,186
| New | +$438K | 0.01% | 461 |
|
|
2015
Q4 | – | Sell |
-12,132
| Closed | -$1.08M | – | 600 |
|
|
2015
Q3 | $1.08M | Buy |
12,132
+1,444
| +14% | +$129K | 0.04% | 280 |
|
|
2015
Q2 | $1.04M | Sell |
10,688
-1,361
| -11% | -$133K | 0.03% | 280 |
|
|
2015
Q1 | $982K | Buy |
12,049
+3,066
| +34% | +$250K | 0.03% | 294 |
|
|
2014
Q4 | $584K | Buy |
+8,983
| New | +$584K | 0.02% | 368 |
|
|
2014
Q2 | – | Sell |
-5,372
| Closed | -$372K | – | 696 |
|
|
2014
Q1 | $372K | Buy |
+5,372
| New | +$372K | 0.01% | 493 |
|