Ameritas Investment Company’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $416K | Buy |
10,195
+5,444
| +115% | +$222K | 0.02% | 461 |
|
|
2021
Q2 | $430K | Buy |
4,751
+2,751
| +138% | +$249K | 0.02% | 453 |
|
|
2021
Q1 | $88.9K | Sell |
2,000
-3,951
| -66% | -$176K | 0.01% | 785 |
|
|
2020
Q4 | $211K | Sell |
5,951
-300
| -5% | -$10.6K | 0.04% | 388 |
|
|
2020
Q3 | $225K | Hold |
6,251
| – | – | 0.07% | 290 |
|
|
2020
Q2 | $225K | Sell |
6,251
-3,483
| -36% | -$125K | 0.06% | 297 |
|
|
2020
Q1 | $410K | Buy |
9,734
+389
| +4% | +$16.4K | 0.07% | 213 |
|
|
2019
Q4 | $438K | Buy |
9,345
+7
| +0.1% | +$328 | 0.09% | 205 |
|
|
2019
Q3 | $426K | Buy |
9,338
+2,486
| +36% | +$113K | 0.09% | 206 |
|
|
2019
Q2 | $298K | Sell |
6,852
-1,498
| -18% | -$65.1K | 0.14% | 150 |
|
|
2019
Q1 | $340K | Buy |
+8,350
| New | +$340K | 0.06% | 228 |
|