American Portfolios Advisors’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 | $54.8K | Buy |
1,581
+468
| +42% | +$16.2K | ﹤0.01% | 1646 |
|
2022
Q2 | $45.5K | Buy |
1,113
+3
| +0.3% | +$123 | ﹤0.01% | 1812 |
|
2022
Q1 | $47K | Sell |
1,110
-25
| -2% | -$1.06K | ﹤0.01% | 1907 |
|
2021
Q4 | $47.1K | Buy |
1,135
+599
| +112% | +$24.9K | ﹤0.01% | 1896 |
|
2021
Q3 | $21.9K | Sell |
536
-1,997
| -79% | -$81.6K | ﹤0.01% | 2246 |
|
2021
Q2 | $107K | Buy |
2,533
+2,033
| +407% | +$85.9K | ﹤0.01% | 1393 |
|
2021
Q1 | $22.2K | Buy |
500
+407
| +438% | +$18.1K | ﹤0.01% | 2011 |
|
2020
Q4 | $3.29K | Buy |
93
+13
| +16% | +$460 | ﹤0.01% | 2562 |
|
2020
Q3 | $2.66K | Sell |
80
-1,985
| -96% | -$66K | ﹤0.01% | 2497 |
|
2020
Q2 | $74.4K | Buy |
2,065
+18
| +0.9% | +$649 | ﹤0.01% | 1130 |
|
2020
Q1 | $88.1K | Buy |
2,047
+15
| +0.7% | +$646 | 0.01% | 934 |
|
2019
Q4 | $95.2K | Buy |
2,032
+14
| +0.7% | +$656 | 0.01% | 1055 |
|
2019
Q3 | $92.1K | Sell |
2,018
-1,250
| -38% | -$57K | 0.01% | 1032 |
|
2019
Q2 | $142K | Buy |
3,268
+1,172
| +56% | +$51K | 0.01% | 842 |
|
2019
Q1 | $85.5K | Buy |
2,096
+15
| +0.7% | +$612 | 0.01% | 960 |
|
2018
Q4 | $76.2K | Buy |
2,081
+15
| +0.7% | +$549 | 0.01% | 843 |
|
2018
Q3 | $73.5K | Hold |
2,066
| – | – | 0.01% | 956 |
|
2018
Q2 | $70.9K | Buy |
2,066
+750
| +57% | +$25.7K | 0.01% | 944 |
|
2018
Q1 | $45.2K | Hold |
1,316
| – | – | 0.01% | 1068 |
|
2017
Q4 | $47.6K | Buy |
+1,316
| New | +$47.6K | 0.01% | 1016 |
|