Clearstead Advisors’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 | $36.8K | Hold |
1,298
| – | – | ﹤0.01% | 1387 |
|
|
2025
Q1 | $69.4K | Hold |
1,298
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q4 | $77.7K | Hold |
1,298
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q3 | $80.3K | Hold |
1,298
| – | – | ﹤0.01% | 1081 |
|
|
2024
Q2 | $120K | Buy |
+1,298
| New | +$120K | ﹤0.01% | 954 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$13K | – | 1339 |
|
|
2021
Q3 | $13K | Buy |
+60
| New | +$13K | ﹤0.01% | 901 |
|