NewEdge 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
Q2 | – | Sell |
-12
| Closed | -$642 | – | 4067 |
|
|
2025
Q1 | $642 | Hold |
12
| – | – | ﹤0.01% | 3680 |
|
|
2024
Q4 | $718 | Hold |
12
| – | – | ﹤0.01% | 3615 |
|
|
2024
Q3 | $742 | Hold |
12
| – | – | ﹤0.01% | 3559 |
|
|
2024
Q2 | $1.11K | Hold |
12
| – | – | ﹤0.01% | 3449 |
|
|
2024
Q1 | $1.38K | Hold |
12
| – | – | ﹤0.01% | 3444 |
|
|
2023
Q4 | $1.45K | Buy |
+12
| New | +$1.45K | ﹤0.01% | 3403 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$857 | – | 3549 |
|
|
2023
Q1 | $857 | Sell |
9
-832
| -99% | -$79.2K | ﹤0.01% | 3180 |
|
|
2022
Q4 | $34.1K | Buy |
+841
| New | +$34.1K | ﹤0.01% | 1894 |
|
|
2022
Q3 | – | Sell |
-1,809
| Closed | -$294K | – | 1582 |
|
|
2022
Q2 | $294K | Buy |
+1,809
| New | +$294K | ﹤0.01% | 1221 |
|
|
2022
Q1 | – | Sell |
-1,181
| Closed | -$288K | – | 1351 |
|
|
2021
Q4 | $288K | Buy |
+1,181
| New | +$288K | ﹤0.01% | 1349 |
|