Orion Portfolio Solutions’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,065
| Closed | -$584K | – | 1745 |
|
|
2024
Q1 | $584K | Sell |
5,065
-239
| -5% | -$27.5K | 0.01% | 1203 |
|
|
2023
Q4 | $643K | Buy |
5,304
+841
| +19% | +$102K | 0.01% | 1119 |
|
|
2023
Q3 | $520K | Sell |
4,463
-465
| -9% | -$54.2K | 0.01% | 1190 |
|
|
2023
Q2 | $532K | Sell |
4,928
-484
| -9% | -$52.3K | 0.01% | 1190 |
|
|
2023
Q1 | $515K | Buy |
+5,412
| New | +$515K | 0.01% | 1129 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 2062 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1857 |
|