Bellevue Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 615 |
|
|
2021
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 461 |
|
|
2020
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 364 |
|
|
2020
Q2 | $7K | Hold |
200
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 317 |
|