Cary Street Partners Investment Advisory’s Helen of Troy HELE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-100
Closed -$10.8K 1889
2023
Q2
$10.8K Hold
100
﹤0.01% 1221
2023
Q1
$9.52K Hold
100
﹤0.01% 1163
2022
Q4
$11.1K Buy
+100
New +$11.1K ﹤0.01% 1125