ZIM
ZPR Investment Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $463K | Buy |
+2,936
| New | +$463K | 0.99% | 33 |
|
|
2019
Q2 | – | Sell |
-10,072
| Closed | -$1.17M | – | 87 |
|
|
2019
Q1 | $1.17M | Sell |
10,072
-1,297
| -11% | -$150K | 2.3% | 11 |
|
|
2018
Q4 | $1.49M | Sell |
11,369
-401
| -3% | -$52.6K | 2.96% | 8 |
|
|
2018
Q3 | $1.54M | Sell |
11,770
-1,080
| -8% | -$141K | 2.33% | 10 |
|
|
2018
Q2 | $1.27M | Sell |
12,850
-12,965
| -50% | -$1.28M | 1.69% | 26 |
|
|
2018
Q1 | $2.25M | Sell |
25,815
-160
| -0.6% | -$13.9K | 3.24% | 10 |
|
|
2017
Q4 | $2.5M | Buy |
25,975
+12,370
| +91% | +$1.19M | 3.61% | 7 |
|
|
2017
Q3 | $1.32M | Buy |
+13,605
| New | +$1.32M | 2% | 22 |
|
|
2017
Q1 | – | Sell |
-8,100
| Closed | -$684K | – | 62 |
|
|
2016
Q4 | $684K | Buy |
+8,100
| New | +$684K | 1.19% | 25 |
|
|
2014
Q4 | – | Sell |
-49,668
| Closed | -$2.61M | – | 25 |
|
|
2014
Q3 | $2.61M | Buy |
+49,668
| New | +$2.61M | 2.69% | 15 |
|
|
2014
Q1 | – | Sell |
-7,628
| Closed | -$377K | – | 42 |
|
|
2013
Q4 | $377K | Sell |
7,628
-60,061
| -89% | -$2.97M | 0.41% | 25 |
|
|
2013
Q3 | $3M | Sell |
67,689
-7,812
| -10% | -$346K | 3.76% | 12 |
|
|
2013
Q2 | $2.9M | Buy |
+75,501
| New | +$2.9M | 3.37% | 15 |
|