Prelude 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
Q1 | – | Sell |
-5,806
| Closed | -$347K | – | 1219 |
|
|
2024
Q4 | $347K | Buy |
+5,806
| New | +$347K | 0.02% | 636 |
|
|
2024
Q2 | – | Sell |
-1,820
| Closed | -$210K | – | 1237 |
|
|
2024
Q1 | $210K | Buy |
+1,820
| New | +$210K | 0.01% | 975 |
|
|
2022
Q3 | – | Sell |
-2,688
| Closed | -$437K | – | 1593 |
|
|
2022
Q2 | $437K | Buy |
2,688
+1,624
| +153% | +$264K | 0.01% | 736 |
|
|
2022
Q1 | $208K | Buy |
+1,064
| New | +$208K | 0.01% | 983 |
|
|
2021
Q2 | – | Sell |
-1,436
| Closed | -$303K | – | 1467 |
|
|
2021
Q1 | $303K | Sell |
1,436
-84
| -6% | -$17.7K | 0.01% | 784 |
|
|
2020
Q4 | $338K | Sell |
1,520
-1,430
| -48% | -$318K | 0.01% | 477 |
|
|
2020
Q3 | $571K | Buy |
2,950
+2,560
| +656% | +$496K | 0.03% | 262 |
|
|
2020
Q2 | $74K | Buy |
390
+9
| +2% | +$1.71K | ﹤0.01% | 720 |
|
|
2020
Q1 | $55K | Buy |
+381
| New | +$55K | ﹤0.01% | 462 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$43K | – | 1588 |
|
|
2016
Q3 | $43K | Buy |
500
+400
| +400% | +$34.4K | ﹤0.01% | 1028 |
|
|
2016
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1331 |
|
|
2015
Q3 | – | Sell |
-848
| Closed | -$83K | – | 1516 |
|
|
2015
Q2 | $83K | Buy |
848
+215
| +34% | +$21K | 0.01% | 882 |
|
|
2015
Q1 | $52K | Buy |
633
+33
| +6% | +$2.71K | 0.01% | 1203 |
|
|
2014
Q4 | $39K | Buy |
+600
| New | +$39K | 0.01% | 1310 |
|
|
2014
Q3 | – | Sell |
-2,800
| Closed | -$170K | – | 1836 |
|
|
2014
Q2 | $170K | Buy |
2,800
+2,400
| +600% | +$146K | 0.02% | 707 |
|
|
2014
Q1 | $28K | Buy |
+400
| New | +$28K | ﹤0.01% | 1423 |
|
|
2013
Q4 | – | Sell |
-150
| Closed | -$7K | – | 1611 |
|
|
2013
Q3 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 1240 |
|