Atria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,224
| Closed | -$275K | – | 913 |
|
|
2019
Q2 | $275K | Buy |
+6,224
| New | +$275K | 0.01% | 775 |
|
|
2019
Q1 | – | Sell |
-5,462
| Closed | -$200K | – | 980 |
|
|
2018
Q4 | $200K | Sell |
5,462
-310
| -5% | -$11.4K | 0.01% | 814 |
|
|
2018
Q3 | $205K | Sell |
5,772
-517
| -8% | -$18.4K | 0.01% | 932 |
|
|
2018
Q2 | $216K | Buy |
+6,289
| New | +$216K | 0.01% | 875 |
|