BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$10K | – | 1044 |
|
|
2022
Q3 | $10K | Sell |
300
-300
| -50% | -$10K | ﹤0.01% | 705 |
|
|
2022
Q2 | $25K | Hold |
600
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $25K | Sell |
600
-238
| -28% | -$9.92K | ﹤0.01% | 561 |
|
|
2021
Q4 | $35K | Hold |
838
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $34K | Hold |
838
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $35K | Hold |
838
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $37K | Hold |
838
| – | – | ﹤0.01% | 498 |
|
|
2020
Q4 | $30K | Hold |
838
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $28K | Hold |
838
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $30K | Hold |
838
| – | – | 0.01% | 379 |
|
|
2020
Q1 | $36K | Buy |
+838
| New | +$36K | 0.01% | 367 |
|