Arax Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24K | Buy |
+114
| New | +$3.24K | ﹤0.01% | 2395 |
|
|
2024
Q4 | – | Sell |
-30
| Closed | -$1.86K | – | 2557 |
|
|
2024
Q3 | $1.86K | Sell |
30
-6
| -17% | -$371 | ﹤0.01% | 2095 |
|
|
2024
Q2 | $3.34K | Buy |
36
+33
| +1,100% | +$3.06K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $346 | Hold |
3
| – | – | ﹤0.01% | 1251 |
|
|
2023
Q4 | $363 | Sell |
3
-3
| -50% | -$363 | ﹤0.01% | 1243 |
|
|
2023
Q3 | $699 | Hold |
6
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q2 | $648 | Hold |
6
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q1 | $572 | Hold |
6
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q4 | $665 | Hold |
6
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1084 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1191 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1018 |
|