EverSource Wealth Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Buy |
385
+279
| +263% | +$7.92K | ﹤0.01% | 2744 |
|
|
2025
Q1 | $5.67K | Buy |
106
+57
| +116% | +$3.05K | ﹤0.01% | 2431 |
|
|
2024
Q4 | $2.93K | Buy |
49
+37
| +308% | +$2.21K | ﹤0.01% | 2568 |
|
|
2024
Q3 | $743 | Sell |
12
-46
| -79% | -$2.85K | ﹤0.01% | 2779 |
|
|
2024
Q2 | $3.43K | Buy |
58
+5
| +9% | +$296 | ﹤0.01% | 2355 |
|
|
2024
Q1 | $4.91K | Sell |
53
-66
| -55% | -$6.12K | ﹤0.01% | 2061 |
|
|
2023
Q4 | $14.4K | Buy |
119
+70
| +143% | +$8.46K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $5.71K | Hold |
49
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q2 | $5.29K | Buy |
49
+1
| +2% | +$108 | ﹤0.01% | 1713 |
|
|
2023
Q1 | $4.57K | Sell |
48
-10
| -17% | -$952 | ﹤0.01% | 1668 |
|
|
2022
Q4 | $6.43K | Buy |
58
+42
| +263% | +$4.66K | ﹤0.01% | 1501 |
|
|
2022
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 1672 |
|