6 Meridian’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $207K | Buy |
4,989
+51
| +1% | +$2.12K | 0.02% | 382 |
|
2021
Q3 | $202K | Sell |
4,938
-989
| -17% | -$40.5K | 0.02% | 374 |
|
2021
Q2 | $251K | Sell |
5,927
-239
| -4% | -$10.1K | 0.02% | 260 |
|
2021
Q1 | $274K | Buy |
+6,166
| New | +$274K | 0.02% | 230 |
|
2020
Q2 | – | Sell |
-13,092
| Closed | -$564K | – | 393 |
|
2020
Q1 | $564K | Buy |
13,092
+389
| +3% | +$16.8K | 0.06% | 195 |
|
2019
Q4 | $595K | Buy |
12,703
+489
| +4% | +$22.9K | 0.05% | 258 |
|
2019
Q3 | $557K | Sell |
12,214
-1,106
| -8% | -$50.4K | 0.05% | 294 |
|
2019
Q2 | $580K | Buy |
13,320
+221
| +2% | +$9.62K | 0.06% | 203 |
|
2019
Q1 | $534K | Sell |
13,099
-1,173
| -8% | -$47.8K | 0.05% | 214 |
|
2018
Q4 | $523K | Sell |
14,272
-162
| -1% | -$5.94K | 0.06% | 201 |
|
2018
Q3 | $514K | Buy |
14,434
+794
| +6% | +$28.3K | 0.05% | 241 |
|
2018
Q2 | $468K | Sell |
13,640
-335
| -2% | -$11.5K | 0.05% | 295 |
|
2018
Q1 | $480K | Buy |
13,975
+589
| +4% | +$20.2K | 0.05% | 230 |
|
2017
Q4 | $484K | Buy |
+13,386
| New | +$484K | 0.06% | 249 |
|