IFP Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$53 | – | 3512 |
|
|
2025
Q1 | – | Hold |
0
| – | -$60 | – | 4008 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4201 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$3K | – | 3842 |
|
|
2022
Q4 | $3K | Buy |
20
+3
| +18% | +$450 | ﹤0.01% | 4010 |
|
|
2022
Q3 | $17K | Buy |
17
+1
| +6% | +$1K | ﹤0.01% | 3234 |
|
|
2022
Q2 | $17K | Hold |
16
| – | – | ﹤0.01% | 2990 |
|
|
2022
Q1 | $17K | Sell |
16
-84
| -84% | -$89.3K | ﹤0.01% | 2990 |
|
|
2021
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 1830 |
|
|
2021
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 1887 |
|
|
2021
Q2 | $23K | Hold |
100
| – | – | ﹤0.01% | 1868 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 1827 |
|
|
2020
Q4 | $22K | Sell |
100
-15
| -13% | -$3.3K | ﹤0.01% | 1757 |
|
|
2020
Q3 | $22K | Hold |
115
| – | – | ﹤0.01% | 1607 |
|
|
2020
Q2 | $22K | Sell |
115
-37
| -24% | -$7.08K | ﹤0.01% | 1530 |
|
|
2020
Q1 | $24K | Buy |
+152
| New | +$24K | ﹤0.01% | 1409 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3164 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3302 |
|
|
2019
Q1 | $4K | Sell |
37
-178
| -83% | -$19.2K | ﹤0.01% | 1926 |
|
|
2018
Q4 | $28K | Sell |
215
-43
| -17% | -$5.6K | ﹤0.01% | 1917 |
|
|
2018
Q3 | $34K | Sell |
258
-750
| -74% | -$98.8K | ﹤0.01% | 2111 |
|
|
2018
Q2 | $99K | Buy |
1,008
+950
| +1,638% | +$93.3K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 3071 |
|
|
2017
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 3068 |
|
|
2017
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 3258 |
|
|
2017
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 3357 |
|
|
2017
Q1 | $5K | Sell |
58
-65
| -53% | -$5.6K | ﹤0.01% | 3253 |
|
|
2016
Q4 | $10K | Sell |
123
-47
| -28% | -$3.82K | ﹤0.01% | 2874 |
|
|
2016
Q3 | $15K | Buy |
170
+42
| +33% | +$3.71K | ﹤0.01% | 2572 |
|
|
2016
Q2 | $13K | Buy |
128
+91
| +246% | +$9.24K | ﹤0.01% | 2606 |
|
|
2016
Q1 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 1926 |
|