MV Capital Management’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 |
-7
| Closed | -$375 | – | 1096 |
|
|
2025
Q1 | $375 | Sell |
7
-15
| -68% | -$804 | ﹤0.01% | 847 |
|
|
2024
Q4 | $1.32K | Buy |
22
+10
| +83% | +$599 | ﹤0.01% | 732 |
|
|
2024
Q3 | $743 | Buy |
+12
| New | +$743 | ﹤0.01% | 773 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$3K | – | 383 |
|
|
2019
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 309 |
|
|
2019
Q2 | $2K | Sell |
17
-14
| -45% | -$1.65K | ﹤0.01% | 322 |
|
|
2019
Q1 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 306 |
|