B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-461
| Closed | -$15 | – | 1164 |
|
|
2014
Q4 | $15 | Buy |
+461
| New | +$15 | ﹤0.01% | 2668 |
|
|
2014
Q3 | – | Sell |
-7,461
| Closed | -$189K | – | 1171 |
|
|
2014
Q2 | $189K | Sell |
7,461
-116
| -2% | -$2.94K | 0.04% | 474 |
|
|
2014
Q1 | $193K | Sell |
7,577
-13,674
| -64% | -$348K | 0.06% | 398 |
|
|
2013
Q4 | $554K | Sell |
21,251
-3,226
| -13% | -$84.1K | 0.18% | 139 |
|
|
2013
Q3 | $614K | Buy |
24,477
+1,737
| +8% | +$43.6K | 0.21% | 114 |
|
|
2013
Q2 | $576K | Buy |
+22,740
| New | +$576K | 0.2% | 130 |
|