Blue Trust Inc’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 |
-303
| Closed | -$16.2K | – | 2525 |
|
|
2025
Q1 | $16.2K | Buy |
303
+65
| +27% | +$3.48K | ﹤0.01% | 1714 |
|
|
2024
Q4 | $14.2K | Sell |
238
-100
| -30% | -$5.98K | ﹤0.01% | 1712 |
|
|
2024
Q3 | $31.3K | Buy |
338
+56
| +20% | +$5.19K | ﹤0.01% | 1765 |
|
|
2024
Q2 | $32.5K | Buy |
282
+62
| +28% | +$7.15K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $25.4K | Buy |
220
+46
| +26% | +$5.3K | ﹤0.01% | 1142 |
|
|
2023
Q4 | $20K | Buy |
174
+60
| +53% | +$6.9K | ﹤0.01% | 1285 |
|
|
2023
Q3 | $12K | Buy |
114
+107
| +1,529% | +$11.3K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $1K | Sell |
7
-99
| -93% | -$14.1K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $12K | Buy |
106
+20
| +23% | +$2.26K | ﹤0.01% | 1541 |
|
|
2022
Q4 | $8K | Buy |
86
+7
| +9% | +$651 | ﹤0.01% | 1592 |
|
|
2022
Q3 | $13K | Buy |
79
+21
| +36% | +$3.46K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $11K | Buy |
+58
| New | +$11K | ﹤0.01% | 1171 |
|