Blueshift Asset 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 | $313K | Buy |
+11,046
| New | +$313K | 0.1% | 280 |
|
2022
Q4 | – | Sell |
-2,365
| Closed | -$228K | – | 465 |
|
2022
Q3 | $228K | Buy |
+2,365
| New | +$228K | 0.05% | 473 |
|
2022
Q2 | – | Sell |
-2,703
| Closed | -$529K | – | 811 |
|
2022
Q1 | $529K | Buy |
2,703
+499
| +23% | +$97.7K | 0.05% | 425 |
|
2021
Q4 | $539K | Buy |
2,204
+650
| +42% | +$159K | 0.05% | 453 |
|
2021
Q3 | $349K | Buy |
+1,554
| New | +$349K | 0.02% | 756 |
|
2021
Q2 | – | Sell |
-2,371
| Closed | -$499K | – | 1017 |
|
2021
Q1 | $499K | Buy |
+2,371
| New | +$499K | 0.05% | 468 |
|
2019
Q3 | – | Sell |
-1,607
| Closed | -$210K | – | 818 |
|
2019
Q2 | $210K | Buy |
+1,607
| New | +$210K | 0.03% | 644 |
|