Wealth Enhancement Advisory Services’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 | $361K | Buy |
+11,062
| New | +$361K | ﹤0.01% | 2463 |
|
|
2024
Q3 | – | Sell |
-2,787
| Closed | -$258K | – | 2695 |
|
|
2024
Q2 | $258K | Sell |
2,787
-24,159
| -90% | -$2.24M | ﹤0.01% | 2084 |
|
|
2024
Q1 | $3.11M | Buy |
26,946
+80
| +0.3% | +$9.22K | 0.01% | 802 |
|
|
2023
Q4 | $3.25M | Sell |
26,866
-173
| -0.6% | -$20.9K | 0.01% | 736 |
|
|
2023
Q3 | $3.15M | Buy |
+27,039
| New | +$3.15M | 0.01% | 695 |
|