Dynamic Technology Lab’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,460
| Closed | -$806K | – | 1157 |
|
|
2024
Q4 | $806K | Buy |
+13,460
| New | +$806K | 0.13% | 282 |
|
|
2024
Q3 | – | Sell |
-5,688
| Closed | -$528K | – | 1147 |
|
|
2024
Q2 | $528K | Sell |
5,688
-5,849
| -51% | -$543K | 0.06% | 494 |
|
|
2024
Q1 | $1.33M | Buy |
+11,537
| New | +$1.33M | 0.14% | 239 |
|
|
2023
Q2 | – | Sell |
-3,884
| Closed | -$370K | – | 1156 |
|
|
2023
Q1 | $370K | Buy |
+3,884
| New | +$370K | 0.03% | 731 |
|
|
2022
Q4 | – | Sell |
-5,540
| Closed | -$534K | – | 1268 |
|
|
2022
Q3 | $534K | Sell |
5,540
-3,510
| -39% | -$338K | 0.05% | 604 |
|
|
2022
Q2 | $1.47M | Buy |
9,050
+6,260
| +224% | +$1.02M | 0.17% | 190 |
|
|
2022
Q1 | $546K | Sell |
2,790
-5,945
| -68% | -$1.16M | 0.06% | 539 |
|
|
2021
Q4 | $2.14M | Buy |
8,735
+4,005
| +85% | +$979K | 0.24% | 72 |
|
|
2021
Q3 | $1.06M | Buy |
+4,730
| New | +$1.06M | 0.13% | 253 |
|
|
2021
Q2 | – | Sell |
-5,128
| Closed | -$1.08M | – | 1285 |
|
|
2021
Q1 | $1.08M | Buy |
+5,128
| New | +$1.08M | 0.12% | 228 |
|
|
2018
Q3 | – | Sell |
-2,075
| Closed | -$204K | – | 1154 |
|
|
2018
Q2 | $204K | Sell |
2,075
-3,771
| -65% | -$371K | 0.03% | 844 |
|
|
2018
Q1 | $509K | Buy |
+5,846
| New | +$509K | 0.08% | 477 |
|
|
2016
Q4 | – | Sell |
-7,504
| Closed | -$646K | – | 992 |
|
|
2016
Q3 | $646K | Buy |
+7,504
| New | +$646K | 0.17% | 141 |
|
|
2016
Q1 | – | Sell |
-5,056
| Closed | -$477K | – | 1026 |
|
|
2015
Q4 | $477K | Buy |
+5,056
| New | +$477K | 0.14% | 243 |
|
|
2015
Q3 | – | Sell |
-5,707
| Closed | -$556K | – | 897 |
|
|
2015
Q2 | $556K | Buy |
5,707
+3,224
| +130% | +$314K | 0.19% | 138 |
|
|
2015
Q1 | $202K | Buy |
+2,483
| New | +$202K | 0.09% | 525 |
|