Aigen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,085
| Closed | -$539K | – | 917 |
|
|
2025
Q1 | $539K | Buy |
+10,085
| New | +$539K | 0.09% | 332 |
|
|
2023
Q4 | – | Sell |
-1,809
| Closed | -$211K | – | 904 |
|
|
2023
Q3 | $211K | Sell |
1,809
-675
| -27% | -$78.7K | 0.04% | 655 |
|
|
2023
Q2 | $268K | Buy |
+2,484
| New | +$268K | 0.04% | 530 |
|
|
2022
Q3 | – | Sell |
-1,799
| Closed | -$292K | – | 649 |
|
|
2022
Q2 | $292K | Buy |
+1,799
| New | +$292K | 0.05% | 401 |
|
|
2021
Q2 | – | Sell |
-1,807
| Closed | -$381K | – | 586 |
|
|
2021
Q1 | $381K | Buy |
+1,807
| New | +$381K | 0.05% | 356 |
|
|
2020
Q4 | – | Sell |
-952
| Closed | -$184K | – | 882 |
|
|
2020
Q3 | $184K | Buy |
+952
| New | +$184K | 0.02% | 666 |
|