Baron Financial Group’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$24.5K | – | 113 |
|
|
2022
Q2 | $24.5K | Hold |
600
| – | – | 0.02% | 116 |
|
|
2022
Q1 | $25.4K | Hold |
600
| – | – | 0.01% | 126 |
|
|
2021
Q4 | $24.9K | Hold |
600
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $24.5K | Hold |
600
| – | – | 0.01% | 130 |
|
|
2021
Q2 | $25.4K | Hold |
600
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $26.7K | Hold |
600
| – | – | 0.02% | 126 |
|
|
2020
Q4 | $21.2K | Hold |
600
| – | – | 0.02% | 136 |
|
|
2020
Q3 | $19.9K | Buy |
+600
| New | +$19.9K | 0.02% | 134 |
|