Capital Advisors Ltd’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 |
-39
| Closed | -$2K | – | 1463 |
|
|
2025
Q1 | $2K | Sell |
39
-1
| -3% | -$51 | ﹤0.01% | 1059 |
|
|
2024
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1068 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 1134 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1035 |
|