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Cassaday & Co Wealth Management LLC → HELE
Cassaday & Co Wealth Management LLC HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
3
Latest value
$15K
Q3 2026
Peak value
$16K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $8K |
| Q2 2026 | $16K |
| Q3 2026 | $15K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15K | 545 | — | — |
| Q2 2026 | $16K | 545 | — | — |
| Q1 2026 | $8K | 545 | — | — |
Other funds holding HELE
$204.5M
$164.5M
$135.8M
$100.8M
$97.3M
$91.6M
$90.4M