Arrow Financial’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-746
| Closed | -$9.18K | – | 355 |
|
|
2023
Q3 | $9.18K | Hold |
746
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $27K | Hold |
746
| – | – | ﹤0.01% | 236 |
|
|
2023
Q1 | $28.6K | Sell |
746
-749
| -50% | -$28.8K | ﹤0.01% | 233 |
|
|
2022
Q4 | $63K | Hold |
1,495
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $52K | Hold |
1,495
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $61K | Hold |
1,495
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $63K | Sell |
1,495
-207
| -12% | -$8.72K | 0.01% | 206 |
|
|
2021
Q4 | $71K | Hold |
1,702
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $69K | Sell |
1,702
-48
| -3% | -$1.95K | 0.01% | 201 |
|
|
2021
Q2 | $74K | Hold |
1,750
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $78K | Sell |
1,750
-522
| -23% | -$23.3K | 0.01% | 192 |
|
|
2020
Q4 | $80K | Buy |
2,272
+202
| +10% | +$7.11K | 0.02% | 180 |
|
|
2020
Q3 | $69K | Hold |
2,070
| – | – | 0.01% | 182 |
|
|
2020
Q2 | $75K | Hold |
2,070
| – | – | 0.02% | 188 |
|
|
2020
Q1 | $89K | Hold |
2,070
| – | – | 0.02% | 180 |
|
|
2019
Q4 | $97K | Hold |
2,070
| – | – | 0.02% | 185 |
|
|
2019
Q3 | $94K | Sell |
2,070
-124
| -6% | -$5.63K | 0.02% | 191 |
|
|
2019
Q2 | $96K | Sell |
2,194
-125
| -5% | -$5.47K | 0.02% | 200 |
|
|
2019
Q1 | $95K | Hold |
2,319
| – | – | 0.02% | 197 |
|
|
2018
Q4 | $85K | Hold |
2,319
| – | – | 0.02% | 188 |
|
|
2018
Q3 | $83K | Buy |
+2,319
| New | +$83K | 0.02% | 199 |
|