Advisornet Financial’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$1.94K | – | 2061 |
|
|
2024
Q3 | $1.94K | Sell |
200
-100
| -33% | -$968 | ﹤0.01% | 1751 |
|
|
2024
Q2 | $2.71K | Buy |
+300
| New | +$2.71K | ﹤0.01% | 1566 |
|
|
2024
Q1 | – | Sell |
-755
| Closed | -$10.7K | – | 2227 |
|
|
2023
Q4 | $10.7K | Sell |
755
-2,110
| -74% | -$29.9K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $35.3K | Sell |
2,865
-1,019
| -26% | -$12.5K | ﹤0.01% | 877 |
|
|
2023
Q2 | $141K | Buy |
3,884
+5
| +0.1% | +$181 | 0.01% | 554 |
|
|
2023
Q1 | $149K | Sell |
3,879
-5
| -0.1% | -$192 | 0.01% | 525 |
|
|
2022
Q4 | $163K | Buy |
3,884
+20
| +0.5% | +$837 | 0.02% | 510 |
|
|
2022
Q3 | $134K | Sell |
3,864
-220
| -5% | -$7.63K | 0.01% | 585 |
|
|
2022
Q2 | $167K | Sell |
4,084
-600
| -13% | -$24.5K | 0.02% | 544 |
|
|
2022
Q1 | $198K | Sell |
4,684
-203
| -4% | -$8.58K | 0.01% | 560 |
|
|
2021
Q4 | $203K | Buy |
4,887
+2
| +0% | +$83 | 0.01% | 597 |
|
|
2021
Q3 | $199K | Buy |
4,885
+1
| +0% | +$41 | 0.01% | 583 |
|
|
2021
Q2 | $206K | Buy |
4,884
+202
| +4% | +$8.52K | 0.01% | 582 |
|
|
2021
Q1 | $208K | Buy |
4,682
+2
| +0% | +$89 | 0.01% | 548 |
|
|
2020
Q4 | $166K | Buy |
4,680
+1
| +0% | +$35 | 0.01% | 541 |
|
|
2020
Q3 | $156K | Buy |
4,679
+2
| +0% | +$67 | 0.01% | 546 |
|
|
2020
Q2 | $169K | Buy |
4,677
+2
| +0% | +$72 | 0.01% | 530 |
|
|
2020
Q1 | $201K | Buy |
4,675
+1
| +0% | +$43 | 0.02% | 467 |
|
|
2019
Q4 | $219K | Buy |
4,674
+2
| +0% | +$94 | 0.02% | 483 |
|
|
2019
Q3 | $213K | Buy |
4,672
+1
| +0% | +$46 | 0.02% | 486 |
|
|
2019
Q2 | $203K | Buy |
4,671
+1
| +0% | +$43 | 0.02% | 443 |
|
|
2019
Q1 | $190K | Buy |
4,670
+2
| +0% | +$81 | 0.02% | 434 |
|
|
2018
Q4 | $171K | Sell |
4,668
-247
| -5% | -$9.05K | 0.02% | 417 |
|
|
2018
Q3 | $175K | Sell |
4,915
-12
| -0.2% | -$427 | 0.02% | 444 |
|
|
2018
Q2 | $169K | Sell |
4,927
-846
| -15% | -$29K | 0.02% | 426 |
|
|
2018
Q1 | $198K | Buy |
5,773
+1
| +0% | +$34 | 0.03% | 393 |
|
|
2017
Q4 | $209K | Buy |
+5,772
| New | +$209K | 0.03% | 343 |
|