Cerity Partners’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	$533K	Buy	+18,798	New	+$533K	﹤0.01%	1820
2024 Q4	–	Sell	-3,721	Closed	-$230K	–	2502
2024 Q3	$230K	Buy	+3,721	New	+$230K	﹤0.01%	2232