AE Wealth Management’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,651
| Closed | -$301K | – | 1244 |
|
|
2023
Q4 | $301K | Buy |
4,651
+130
| +3% | +$8.43K | ﹤0.01% | 1693 |
|
|
2023
Q3 | $225K | Buy |
+4,521
| New | +$225K | ﹤0.01% | 1738 |
|
|
2023
Q2 | – | Sell |
-4,291
| Closed | -$223K | – | 1907 |
|
|
2023
Q1 | $223K | Buy |
4,291
+1,258
| +41% | +$65.5K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $235K | Buy |
3,033
+16
| +0.5% | +$1.24K | ﹤0.01% | 1605 |
|
|
2022
Q3 | $230K | Buy |
3,017
+16
| +0.5% | +$1.22K | ﹤0.01% | 1561 |
|
|
2022
Q2 | $223K | Sell |
3,001
-39
| -1% | -$2.9K | ﹤0.01% | 1553 |
|
|
2022
Q1 | $255K | Sell |
3,040
-129
| -4% | -$10.8K | ﹤0.01% | 1488 |
|
|
2021
Q4 | $265K | Sell |
3,169
-116
| -4% | -$9.7K | ﹤0.01% | 1494 |
|
|
2021
Q3 | $270K | Buy |
3,285
+191
| +6% | +$15.7K | ﹤0.01% | 1400 |
|
|
2021
Q2 | $261K | Buy |
3,094
+13
| +0.4% | +$1.1K | ﹤0.01% | 1399 |
|
|
2021
Q1 | $276K | Sell |
3,081
-621
| -17% | -$55.6K | ﹤0.01% | 1284 |
|
|
2020
Q4 | $284K | Sell |
3,702
-1,032
| -22% | -$79.2K | ﹤0.01% | 1159 |
|
|
2020
Q3 | $239K | Buy |
4,734
+1,298
| +38% | +$65.5K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $211K | Buy |
+3,436
| New | +$211K | ﹤0.01% | 1133 |
|