Congress Wealth Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,335
| Closed | -$217K | – | 853 |
|
|
2024
Q2 | $217K | Buy |
+2,335
| New | +$217K | ﹤0.01% | 688 |
|
|
2022
Q3 | – | Sell |
-5,362
| Closed | -$870K | – | 558 |
|
|
2022
Q2 | $870K | Buy |
5,362
+584
| +12% | +$94.8K | 0.02% | 350 |
|
|
2022
Q1 | $936K | Buy |
4,778
+670
| +16% | +$131K | 0.02% | 361 |
|
|
2021
Q4 | $1.01M | Buy |
+4,108
| New | +$1.01M | 0.02% | 367 |
|