Simplex Trading’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 | – | Hold |
0
| – | – | – | 3102 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3028 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3120 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2986 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3088 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3050 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3103 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2997 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3088 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3055 |
|
|
2022
Q4 | – | Sell |
-182
| Closed | -$17K | – | 3194 |
|
|
2022
Q3 | $17K | Buy |
+182
| New | +$17K | ﹤0.01% | 1790 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3285 |
|
|
2022
Q1 | – | Sell |
-1,504
| Closed | -$367K | – | 3460 |
|
|
2021
Q4 | $367K | Buy |
1,504
+971
| +182% | +$237K | ﹤0.01% | 898 |
|
|
2021
Q3 | $123K | Hold |
533
| – | – | ﹤0.01% | 1574 |
|
|
2021
Q2 | $121K | Buy |
+533
| New | +$121K | ﹤0.01% | 1619 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3002 |
|
|
2020
Q4 | – | Sell |
-281
| Closed | -$54K | – | 2761 |
|
|
2020
Q3 | $54K | Sell |
281
-42
| -13% | -$8.07K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $60K | Buy |
+323
| New | +$60K | ﹤0.01% | 1174 |
|
|
2020
Q1 | – | Sell |
-451
| Closed | -$81K | – | 2488 |
|
|
2019
Q4 | $81K | Sell |
451
-468
| -51% | -$84.1K | ﹤0.01% | 1079 |
|
|
2019
Q3 | $144K | Sell |
919
-216
| -19% | -$33.8K | ﹤0.01% | 752 |
|
|
2019
Q2 | $148K | Buy |
+1,135
| New | +$148K | ﹤0.01% | 765 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2271 |
|
|
2018
Q4 | – | Sell |
-990
| Closed | -$129K | – | 2327 |
|
|
2018
Q3 | $129K | Buy |
+990
| New | +$129K | ﹤0.01% | 937 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$4K | – | 2443 |
|
|
2018
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 1719 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 2284 |
|
|
2017
Q3 | – | Sell |
-459
| Closed | -$43K | – | 2191 |
|
|
2017
Q2 | $43K | Buy |
+459
| New | +$43K | ﹤0.01% | 1138 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2227 |
|
|
2016
Q4 | – | Sell |
-1,093
| Closed | -$94K | – | 2136 |
|
|
2016
Q3 | $94K | Buy |
1,093
+495
| +83% | +$42.6K | 0.01% | 755 |
|
|
2016
Q2 | $61K | Buy |
+598
| New | +$61K | ﹤0.01% | 857 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2080 |
|
|
2015
Q4 | – | Sell |
-229
| Closed | -$20K | – | 2104 |
|
|
2015
Q3 | $20K | Sell |
229
-1,169
| -84% | -$102K | ﹤0.01% | 1220 |
|
|
2015
Q2 | $136K | Buy |
1,398
+1,366
| +4,269% | +$133K | 0.01% | 592 |
|
|
2015
Q1 | $2K | Buy |
32
+31
| +3,100% | +$1.94K | ﹤0.01% | 1517 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1635 |
|