Covestor’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 | $1K | Buy |
23
+10
| +77% | +$435 | ﹤0.01% | 2003 |
|
|
2025
Q1 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 1992 |
|
|
2024
Q4 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 2048 |
|
|
2024
Q3 | $1K | Buy |
11
+10
| +1,000% | +$909 | ﹤0.01% | 1990 |
|
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2446 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2449 |
|
|
2023
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2368 |
|
|
2023
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2358 |
|
|
2023
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2353 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2260 |
|
|
2022
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 2283 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2244 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2098 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2255 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2217 |
|