Axxcess Wealth Management’s Bank of Hawaii BOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,444
| Closed | -$388K | – | 600 |
|
|
2023
Q1 | $388K | Hold |
7,444
| – | – | 0.03% | 423 |
|
|
2022
Q4 | $577K | Hold |
7,444
| – | – | 0.05% | 328 |
|
|
2022
Q3 | $567K | Sell |
7,444
-47
| -0.6% | -$3.58K | 0.05% | 290 |
|
|
2022
Q2 | $557K | Sell |
7,491
-535
| -7% | -$39.8K | 0.05% | 282 |
|
|
2022
Q1 | $674K | Hold |
8,026
| – | – | 0.05% | 291 |
|
|
2021
Q4 | $672K | Buy |
+8,026
| New | +$672K | 0.05% | 290 |
|