Harbor Capital 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 | $5K | Buy |
186
+27
| +17% | +$726 | ﹤0.01% | 1169 |
|
|
2025
Q1 | $9K | Buy |
159
+6
| +4% | +$340 | ﹤0.01% | 992 |
|
|
2024
Q4 | $9K | Buy |
153
+15
| +11% | +$882 | ﹤0.01% | 998 |
|
|
2024
Q3 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 1010 |
|
|
2024
Q1 | – | Sell |
-7,131
| Closed | -$861K | – | 792 |
|
|
2023
Q4 | $861K | Buy |
7,131
+2,123
| +42% | +$256K | 0.17% | 160 |
|
|
2023
Q3 | $584K | Buy |
5,008
+62
| +1% | +$7.23K | 0.12% | 202 |
|
|
2023
Q2 | $534K | Buy |
+4,946
| New | +$534K | 0.11% | 235 |
|