Rise 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 | $454 | Buy |
+16
| New | +$454 | ﹤0.01% | 1437 |
|
|
2025
Q1 | – | Sell |
-127
| Closed | -$7.6K | – | 1528 |
|
|
2024
Q4 | $7.6K | Hold |
127
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q3 | $7.86K | Hold |
127
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q2 | $11.8K | Hold |
127
| – | – | 0.01% | 949 |
|
|
2024
Q1 | $14.6K | Buy |
+127
| New | +$14.6K | 0.01% | 870 |
|