Bartlett & Co Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,225
| Closed | -$139K | – | 864 |
|
|
2020
Q1 | $139K | Hold |
3,225
| – | – | ﹤0.01% | 324 |
|
|
2019
Q4 | $151K | Hold |
3,225
| – | – | ﹤0.01% | 366 |
|
|
2019
Q3 | $147K | Hold |
3,225
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $140K | Hold |
3,225
| – | – | 0.01% | 290 |
|
|
2019
Q1 | $131K | Hold |
3,225
| – | – | 0.01% | 285 |
|
|
2018
Q4 | $118K | Sell |
3,225
-775
| -19% | -$28.4K | 0.01% | 292 |
|
|
2018
Q3 | $142K | Hold |
4,000
| – | – | 0.01% | 292 |
|
|
2018
Q2 | $137K | Hold |
4,000
| – | – | 0.01% | 294 |
|
|
2018
Q1 | $138K | Buy |
+4,000
| New | +$138K | 0.01% | 290 |
|