Harbour Investments’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 | $3.75K | Hold |
132
| – | – | ﹤0.01% | 2974 |
|
|
2025
Q1 | $7.06K | Hold |
132
| – | – | ﹤0.01% | 2681 |
|
|
2024
Q4 | $7.9K | Hold |
132
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q3 | $8.16K | Buy |
+132
| New | +$8.16K | ﹤0.01% | 2444 |
|
|
2021
Q4 | – | Sell |
-185
| Closed | -$42K | – | 3082 |
|
|
2021
Q3 | $42K | Hold |
185
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q2 | $42K | Sell |
185
-22
| -11% | -$5K | ﹤0.01% | 1920 |
|
|
2021
Q1 | $44K | Buy |
+207
| New | +$44K | ﹤0.01% | 1766 |
|