Bruderman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,338
| Closed | -$270K | – | 211 |
|
|
2017
Q2 | $270K | Sell |
8,338
-874
| -9% | -$28.3K | 0.07% | 106 |
|
|
2017
Q1 | $307K | Sell |
9,212
-1,287
| -12% | -$42.9K | 0.09% | 94 |
|
|
2016
Q4 | $347K | Sell |
10,499
-1,111
| -10% | -$36.7K | 0.1% | 93 |
|
|
2016
Q3 | $347K | Sell |
11,610
-684
| -6% | -$20.4K | 0.1% | 97 |
|
|
2016
Q2 | $403K | Sell |
12,294
-258
| -2% | -$8.46K | 0.13% | 92 |
|
|
2016
Q1 | $407K | Sell |
12,552
-1,039
| -8% | -$33.7K | 0.14% | 90 |
|
|
2015
Q4 | $393K | Sell |
13,591
-1,688
| -11% | -$48.8K | 0.15% | 86 |
|
|
2015
Q3 | $438K | Sell |
15,279
-2,725
| -15% | -$78.1K | 0.17% | 74 |
|
|
2015
Q2 | $535K | Sell |
18,004
-3,596
| -17% | -$107K | 0.21% | 67 |
|
|
2015
Q1 | $694K | Buy |
+21,600
| New | +$694K | 0.27% | 61 |
|