Jones Financial Companies’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 | $652 | Buy |
+23
| New | +$652 | ﹤0.01% | 3754 |
|
|
2025
Q1 | – | Sell |
-13
| Closed | -$778 | – | 3774 |
|
|
2024
Q4 | $778 | Buy |
+13
| New | +$778 | ﹤0.01% | 3174 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$3K | – | 751 |
|
|
2021
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 694 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 604 |
|
|
2021
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 591 |
|
|
2021
Q1 | $3K | Buy |
12
+3
| +33% | +$750 | ﹤0.01% | 703 |
|
|
2020
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 601 |
|