AE Wealth Management’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$1.9M Buy
2019
Q3
$1.86M Sell
2019
Q2
$1.92M Buy
2019
Q1
$758K Buy
2018
Q4
$513K Buy