Bell Rock Capital’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
Q1 | – | Sell |
-350
| Closed | -$16K | – | 157 |
|
|
2019
Q4 | $16K | Hold |
350
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $15K | Hold |
350
| – | – | 0.01% | 280 |
|
|
2019
Q2 | $15K | Hold |
350
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $14K | Hold |
350
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $12K | Hold |
350
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $12K | Hold |
350
| – | – | 0.01% | 347 |
|
|
2018
Q2 | $12K | Hold |
350
| – | – | 0.01% | 360 |
|
|
2018
Q1 | $12K | Hold |
350
| – | – | 0.01% | 358 |
|
|
2017
Q4 | $13K | Hold |
350
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $12K | Hold |
350
| – | – | 0.01% | 335 |
|
|
2017
Q2 | $11K | Hold |
350
| – | – | 0.01% | 335 |
|
|
2017
Q1 | $12K | Hold |
350
| – | – | 0.01% | 293 |
|
|
2016
Q4 | $12K | Buy |
+350
| New | +$12K | 0.01% | 286 |
|