Avantax Advisory Services’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	$535K	Sell	18,852 -294	-2%	-$8.34K	﹤0.01%	1552
2025 Q1	$1.02M	Buy	19,146 +5,718	+43%	+$306K	0.01%	1080
2024 Q4	$803K	Buy	+13,428	New	+$803K	0.01%	1150
2022 Q1	–	Sell	-1,059	Closed	-$259K	–	1323
2021 Q4	$259K	Buy	+1,059	New	+$259K	﹤0.01%	1050