AE Wealth Management’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-45,575
| Closed | -$1.9M | – | 1296 |
|
|
2019
Q4 | $1.9M | Buy |
45,575
+461
| +1% | +$19.2K | 0.04% | 356 |
|
|
2019
Q3 | $1.86M | Sell |
45,114
-1,478
| -3% | -$60.9K | 0.05% | 293 |
|
|
2019
Q2 | $1.92M | Buy |
46,592
+27,656
| +146% | +$1.14M | 0.06% | 251 |
|
|
2019
Q1 | $758K | Buy |
18,936
+5,869
| +45% | +$235K | 0.05% | 258 |
|
|
2018
Q4 | $513K | Buy |
+13,067
| New | +$513K | 0.09% | 243 |
|