Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $8K | Buy |
201
+52
| +35% | +$2.07K | ﹤0.01% | 1258 |
|
|
2021
Q2 | $6K | Hold |
149
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q1 | $6K | Hold |
149
| – | – | ﹤0.01% | 1212 |
|
|
2020
Q4 | $5K | Buy |
149
+31
| +26% | +$1.04K | ﹤0.01% | 1144 |
|
|
2020
Q3 | $3K | Sell |
118
-496
| -81% | -$12.6K | ﹤0.01% | 1197 |
|
|
2020
Q2 | $22K | Buy |
614
+29
| +5% | +$1.04K | 0.01% | 517 |
|
|
2020
Q1 | $25K | Hold |
585
| – | – | 0.01% | 441 |
|
|
2019
Q4 | $27K | Buy |
585
+2
| +0.3% | +$92 | 0.01% | 453 |
|
|
2019
Q3 | $26K | Buy |
583
+1
| +0.2% | +$45 | 0.01% | 434 |
|
|
2019
Q2 | $25K | Buy |
582
+1
| +0.2% | +$43 | 0.01% | 451 |
|
|
2019
Q1 | $23K | Buy |
581
+461
| +384% | +$18.3K | 0.01% | 419 |
|
|
2018
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 738 |
|