Bruderman Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,338
Closed -$270K 211
2017
Q2
$270K Sell
8,338
-874
-9% -$29.1K 0.07% 106
2017
Q1
$307K Sell
9,212
-1,287
-12% -$42.7K 0.09% 94
2016
Q4
$347K Sell
10,499
-1,111
-10% -$33.9K 0.1% 93
2016
Q3
$347K Sell
11,610
-684
-6% -$21K 0.1% 97
2016
Q2
$403K Sell
12,294
-258
-2% -$8.5K 0.13% 92
2016
Q1
$407K Sell
12,552
-1,039
-8% -$31.1K 0.14% 90
2015
Q4
$393K Sell
13,591
-1,688
-11% -$48.7K 0.15% 86
2015
Q3
$438K Sell
15,279
-2,725
-15% -$79.9K 0.17% 74
2015
Q2
$535K Sell
18,004
-3,596
-17% -$112K 0.21% 67
2015
Q1
$694K Buy
+21,600
New +$720K 0.27% 61

Other funds holding HE