JFS Wealth 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
Q1 | – | Sell |
-33
| Closed | -$1.98K | – | 1962 |
|
|
2024
Q4 | $1.98K | Hold |
33
| – | – | ﹤0.01% | 1484 |
|
|
2024
Q3 | $2.04K | Sell |
33
-10
| -23% | -$619 | ﹤0.01% | 1480 |
|
|
2024
Q2 | $3.99K | Hold |
43
| – | – | ﹤0.01% | 1162 |
|
|
2024
Q1 | $4.96K | Buy |
43
+33
| +330% | +$3.8K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $1.21K | Sell |
10
-2
| -17% | -$242 | ﹤0.01% | 1598 |
|
|
2023
Q3 | $1.4K | Buy |
12
+2
| +20% | +$233 | ﹤0.01% | 1493 |
|
|
2023
Q2 | $1.08K | Buy |
10
+5
| +100% | +$541 | ﹤0.01% | 1579 |
|
|
2023
Q1 | $476 | Sell |
5
-8
| -62% | -$762 | ﹤0.01% | 1725 |
|
|
2022
Q4 | $1.44K | Sell |
13
-26
| -67% | -$2.88K | ﹤0.01% | 1496 |
|
|
2022
Q3 | $4K | Buy |
39
+13
| +50% | +$1.33K | ﹤0.01% | 1064 |
|
|
2022
Q2 | $4K | Sell |
26
-6
| -19% | -$923 | ﹤0.01% | 1077 |
|
|
2022
Q1 | $6K | Buy |
32
+26
| +433% | +$4.88K | ﹤0.01% | 971 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1386 |
|