Advisor Partners’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $247K | Buy |
6,043
+1,269
| +27% | +$51.9K | 0.02% | 704 |
|
|
2022
Q1 | $202K | Sell |
4,774
-181
| -4% | -$7.66K | 0.01% | 838 |
|
|
2021
Q4 | $206K | Buy |
+4,955
| New | +$206K | 0.01% | 819 |
|
|
2021
Q2 | – | Sell |
-4,799
| Closed | -$213K | – | 844 |
|
|
2021
Q1 | $213K | Buy |
+4,799
| New | +$213K | 0.02% | 757 |
|
|
2020
Q3 | – | Sell |
-6,388
| Closed | -$230K | – | 709 |
|
|
2020
Q2 | $230K | Buy |
+6,388
| New | +$230K | 0.02% | 595 |
|