Atria Investments’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
-3,798
Closed -$203K 2028
2025
Q1
$203K Buy
+3,798
New +$203K ﹤0.01% 1818
2016
Q4
Sell
-3,086
Closed -$266K 650
2016
Q3
$266K Buy
+3,086
New +$266K 0.02% 435