Kelly Financial Services’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31
| Closed | -$2.88K | – | 358 |
|
|
2024
Q2 | $2.88K | Hold |
31
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $3.57K | Hold |
31
| – | – | ﹤0.01% | 533 |
|
|
2023
Q4 | $3.75K | Hold |
31
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $3.61K | Hold |
31
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $3.35K | Hold |
31
| – | – | ﹤0.01% | 497 |
|
|
2023
Q1 | $2.95K | Hold |
31
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $3.44K | Hold |
31
| – | – | ﹤0.01% | 449 |
|
|
2022
Q3 | $2.99K | Hold |
31
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $5.04K | Hold |
31
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $6.07K | Hold |
31
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $7.58K | Hold |
31
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $6.97K | Sell |
31
-7,041
| -100% | -$1.58M | ﹤0.01% | 376 |
|
|
2021
Q2 | $31K | Buy |
7,072
+7,041
| +22,713% | +$30.9K | ﹤0.01% | 509 |
|
|
2021
Q1 | $6.53K | Hold |
31
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $6.89K | Hold |
31
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $6K | Hold |
31
| – | – | ﹤0.01% | 313 |
|
|
2020
Q2 | $5.85K | Hold |
31
| – | – | ﹤0.01% | 316 |
|
|
2020
Q1 | $4.47K | Hold |
31
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $5.57K | Hold |
31
| – | – | ﹤0.01% | 291 |
|
|
2019
Q3 | $4.89K | Hold |
31
| – | – | ﹤0.01% | 292 |
|
|
2019
Q2 | $4.05K | Hold |
31
| – | – | ﹤0.01% | 308 |
|
|
2019
Q1 | $3.6K | Buy |
+31
| New | +$3.6K | ﹤0.01% | 325 |
|