BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.34K | Hold |
37
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $1.42K | Hold |
37
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $1.55K | Sell |
37
-971
| -96% | -$40.6K | ﹤0.01% | 829 |
|
|
2022
Q3 | $35K | Buy |
1,008
+378
| +60% | +$13.1K | ﹤0.01% | 409 |
|
|
2022
Q2 | $26K | Hold |
630
| – | – | ﹤0.01% | 464 |
|
|
2022
Q1 | $27K | Hold |
630
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $26K | Hold |
630
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $26K | Hold |
630
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $27K | Hold |
630
| – | – | ﹤0.01% | 480 |
|
|
2021
Q1 | $28K | Hold |
630
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $22K | Buy |
630
+8
| +1% | +$279 | ﹤0.01% | 457 |
|
|
2020
Q3 | $21K | Buy |
622
+29
| +5% | +$979 | ﹤0.01% | 422 |
|
|
2020
Q2 | $21K | Hold |
593
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $26K | Hold |
593
| – | – | 0.01% | 392 |
|
|
2019
Q4 | $28K | Hold |
593
| – | – | 0.01% | 403 |
|
|
2019
Q3 | $27K | Hold |
593
| – | – | 0.01% | 391 |
|
|
2019
Q2 | $26K | Hold |
593
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $24K | Hold |
593
| – | – | ﹤0.01% | 414 |
|
|
2018
Q4 | $22K | Hold |
593
| – | – | 0.01% | 386 |
|
|
2018
Q3 | $21K | Hold |
593
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $20K | Buy |
+593
| New | +$20K | ﹤0.01% | 428 |
|