Concourse Financial Group Securities’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
Q1 | – | Sell |
-73
| Closed | -$4.73K | – | 3559 |
|
|
2024
Q4 | $4.73K | Buy |
73
+66
| +943% | +$4.28K | ﹤0.01% | 1892 |
|
|
2024
Q3 | $432 | Sell |
7
-12
| -63% | -$741 | ﹤0.01% | 2153 |
|
|
2024
Q2 | $1.76K | Sell |
19
-6
| -24% | -$556 | ﹤0.01% | 2054 |
|
|
2024
Q1 | $2.88K | Hold |
25
| – | – | ﹤0.01% | 1993 |
|
|
2023
Q4 | $3.02K | Hold |
25
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q3 | $2.91K | Hold |
25
| – | – | ﹤0.01% | 1932 |
|
|
2023
Q2 | $2.7K | Hold |
25
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q1 | $2.38K | Buy |
+25
| New | +$2.38K | ﹤0.01% | 2024 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4558 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4362 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4394 |
|
|
2022
Q1 | – | Sell |
-60
| Closed | -$15K | – | 4325 |
|
|
2021
Q4 | $15K | Hold |
60
| – | – | ﹤0.01% | 1737 |
|
|
2021
Q3 | $13K | Hold |
60
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q2 | $14K | Sell |
60
-29
| -33% | -$6.77K | ﹤0.01% | 1750 |
|
|
2021
Q1 | $19K | Buy |
89
+66
| +287% | +$14.1K | ﹤0.01% | 1575 |
|
|
2020
Q4 | $5K | Hold |
23
| – | – | ﹤0.01% | 1914 |
|
|
2020
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 1852 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | -$1K | – | 3711 |
|
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 2039 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3679 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3426 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3701 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 3665 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3541 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3176 |
|