Principal Securities’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 | $11.4K | Buy |
401
+30
| +8% | +$851 | ﹤0.01% | 2571 |
|
|
2025
Q1 | $22.2K | Hold |
371
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q4 | $22.2K | Buy |
371
+234
| +171% | +$14K | ﹤0.01% | 2136 |
|
|
2024
Q3 | $8.47K | Sell |
137
-13
| -9% | -$804 | ﹤0.01% | 2506 |
|
|
2024
Q2 | $13.9K | Sell |
150
-34
| -18% | -$3.15K | ﹤0.01% | 2242 |
|
|
2024
Q1 | $21.2K | Sell |
184
-2
| -1% | -$230 | ﹤0.01% | 1978 |
|
|
2023
Q4 | $22.5K | Buy |
+186
| New | +$22.5K | ﹤0.01% | 1865 |
|