MML Investors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,251
| Closed | -$227K | – | 2835 |
|
|
2025
Q1 | $227K | Buy |
+4,251
| New | +$227K | ﹤0.01% | 2468 |
|
|
2019
Q1 | – | Sell |
-4,892
| Closed | -$642K | – | 1610 |
|
|
2018
Q4 | $642K | Buy |
4,892
+446
| +10% | +$58.5K | 0.01% | 786 |
|
|
2018
Q3 | $582K | Buy |
4,446
+597
| +16% | +$78.2K | 0.01% | 924 |
|
|
2018
Q2 | $379K | Buy |
+3,849
| New | +$379K | 0.01% | 971 |
|