TPCW
TD Private Client Wealth’s Helen of Troy HELE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-452
| Closed | -$24.2K | – | 1457 |
|
2025
Q1 | $24.2K | Buy |
+452
| New | +$24.2K | ﹤0.01% | 919 |
|
2024
Q4 | – | Sell |
-255
| Closed | -$15.8K | – | 1326 |
|
2024
Q3 | $15.8K | Hold |
255
| – | – | ﹤0.01% | 998 |
|
2024
Q2 | $23.6K | Hold |
255
| – | – | ﹤0.01% | 925 |
|
2024
Q1 | $29.4K | Buy |
255
+69
| +37% | +$7.95K | ﹤0.01% | 895 |
|
2023
Q4 | $22.5K | Buy |
186
+30
| +19% | +$3.62K | ﹤0.01% | 937 |
|
2023
Q3 | $18.2K | Buy |
156
+31
| +25% | +$3.61K | ﹤0.01% | 949 |
|
2023
Q2 | $13.5K | Buy |
125
+81
| +184% | +$8.75K | ﹤0.01% | 1004 |
|
2023
Q1 | $4.19K | Hold |
44
| – | – | ﹤0.01% | 1116 |
|
2022
Q4 | $4.88K | Hold |
44
| – | – | ﹤0.01% | 1080 |
|
2022
Q3 | $4.24K | Sell |
44
-147
| -77% | -$14.2K | ﹤0.01% | 1074 |
|
2022
Q2 | $31K | Sell |
191
-18
| -9% | -$2.92K | ﹤0.01% | 830 |
|
2022
Q1 | $40.9K | Buy |
+209
| New | +$40.9K | ﹤0.01% | 814 |
|