Carolinas Wealth Consulting’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 |
-18
| Closed | -$963 | – | 398 |
|
|
2025
Q1 | $963 | Hold |
18
| – | – | ﹤0.01% | 910 |
|
|
2024
Q4 | $1.08K | Buy |
+18
| New | +$1.08K | ﹤0.01% | 932 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$1.86K | – | 1071 |
|
|
2024
Q2 | $1.86K | Sell |
20
-3
| -13% | -$278 | ﹤0.01% | 815 |
|
|
2024
Q1 | $2.65K | Buy |
23
+3
| +15% | +$346 | ﹤0.01% | 747 |
|
|
2023
Q4 | $2.42K | Sell |
20
-2
| -9% | -$242 | ﹤0.01% | 720 |
|
|
2023
Q3 | $2.16K | Buy |
22
+1
| +5% | +$98 | ﹤0.01% | 734 |
|
|
2023
Q2 | $2.27K | Sell |
21
-5
| -19% | -$540 | ﹤0.01% | 796 |
|
|
2023
Q1 | $2.47K | Buy |
26
+9
| +53% | +$856 | ﹤0.01% | 786 |
|
|
2022
Q4 | $1.89K | Buy |
+17
| New | +$1.89K | ﹤0.01% | 816 |
|