Bogart Wealth LLC’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$1.35K | – | 1161 |
|
|
2024
Q2 | $1.35K | Sell |
150
-100
| -40% | -$902 | ﹤0.01% | 980 |
|
|
2024
Q1 | $2.82K | Sell |
250
-100
| -29% | -$1.13K | ﹤0.01% | 866 |
|
|
2023
Q4 | $4.97K | Buy |
350
+50
| +17% | +$710 | ﹤0.01% | 748 |
|
|
2023
Q3 | $3.69K | Hold |
300
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $10.9K | Hold |
300
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $11.5K | Hold |
300
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $12.6K | Hold |
300
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 538 |
|
|
2022
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $12K | Buy |
300
+100
| +50% | +$4K | ﹤0.01% | 453 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2020
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 325 |
|