Abundance Wealth Counselors’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,196
| Closed | -$355K | – | 87 |
|
|
2023
Q1 | $355K | Buy |
17,196
+316
| +2% | +$6.52K | 0.09% | 115 |
|
|
2022
Q4 | $440K | Buy |
16,880
+634
| +4% | +$16.5K | 0.12% | 101 |
|
|
2022
Q3 | $400K | Buy |
16,246
+580
| +4% | +$14.3K | 0.11% | 97 |
|
|
2022
Q2 | $356K | Buy |
15,666
+799
| +5% | +$18.2K | 0.1% | 105 |
|
|
2022
Q1 | $415K | Buy |
14,867
+45
| +0.3% | +$1.26K | 0.11% | 100 |
|
|
2021
Q4 | $405K | Sell |
14,822
-378
| -2% | -$10.3K | 0.1% | 86 |
|
|
2021
Q3 | $446K | Buy |
15,200
+1,271
| +9% | +$37.3K | 0.26% | 31 |
|
|
2021
Q2 | $395K | Buy |
13,929
+9,990
| +254% | +$283K | 0.1% | 80 |
|
|
2021
Q1 | $108K | Buy |
+3,939
| New | +$108K | 0.03% | 113 |
|