Verdence Capital 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
Sell
-4,923
Closed -$263K 685
2025
Q1
$263K Buy
+4,923
New +$263K 0.02% 561
2024
Q3
Sell
-2,917
Closed -$271K 645
2024
Q2
$271K Buy
+2,917
New +$271K 0.02% 503