Empowered Funds’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 |
-2,502
| Closed | -$150K | – | 1693 |
|
|
2024
Q4 | $150K | Buy |
+2,502
| New | +$150K | ﹤0.01% | 1547 |
|
|
2023
Q3 | – | Sell |
-8,316
| Closed | -$898K | – | 1232 |
|
|
2023
Q2 | $898K | Buy |
+8,316
| New | +$898K | 0.03% | 635 |
|
|
2019
Q1 | – | Sell |
-8,742
| Closed | -$1.15M | – | 104 |
|
|
2018
Q4 | $1.15M | Buy |
+8,742
| New | +$1.15M | 0.49% | 75 |
|