Alpha Cubed Investments’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
Q3 | – | Sell |
-7,100
| Closed | -$290K | – | 289 |
|
|
2022
Q2 | $290K | Hold |
7,100
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $300K | Buy |
+7,100
| New | +$300K | 0.02% | 259 |
|
|
2020
Q2 | – | Sell |
-4,984
| Closed | -$215K | – | 225 |
|
|
2020
Q1 | $215K | Buy |
+4,984
| New | +$215K | 0.03% | 191 |
|
|
2018
Q4 | – | Sell |
-7,100
| Closed | -$256K | – | 267 |
|
|
2018
Q3 | $256K | Buy |
+7,100
| New | +$256K | 0.03% | 262 |
|