Farther Finance Advisors’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 | – | Sell |
-29
| Closed | -$1.53K | – | 4564 |
|
|
2025
Q1 | $1.53K | Buy |
29
+28
| +2,800% | +$1.47K | ﹤0.01% | 3480 |
|
|
2024
Q4 | $60 | Sell |
1
-5
| -83% | -$300 | ﹤0.01% | 3854 |
|
|
2024
Q3 | $371 | Sell |
6
-80
| -93% | -$4.95K | ﹤0.01% | 3485 |
|
|
2024
Q2 | $7.74K | Buy |
86
+44
| +105% | +$3.96K | ﹤0.01% | 2180 |
|
|
2024
Q1 | $4.82K | Sell |
42
-32
| -43% | -$3.67K | ﹤0.01% | 2082 |
|
|
2023
Q4 | $8.94K | Buy |
+74
| New | +$8.94K | ﹤0.01% | 1669 |
|