CDH
Charles D. Hyman’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,169
| Closed | -$419K | – | 247 |
|
|
2024
Q1 | $419K | Sell |
37,169
-5,645
| -13% | -$63.6K | 0.02% | 179 |
|
|
2023
Q4 | $608K | Sell |
42,814
-14,765
| -26% | -$210K | 0.04% | 154 |
|
|
2023
Q3 | $709K | Sell |
57,579
-10,750
| -16% | -$132K | 0.05% | 136 |
|
|
2023
Q2 | $2.47M | Sell |
68,329
-700
| -1% | -$25.3K | 0.16% | 88 |
|
|
2023
Q1 | $2.65M | Sell |
69,029
-500
| -0.7% | -$19.2K | 0.18% | 84 |
|
|
2022
Q4 | $2.91M | Sell |
69,529
-135
| -0.2% | -$5.65K | 0.2% | 76 |
|
|
2022
Q3 | $2.42M | Sell |
69,664
-5,500
| -7% | -$191K | 0.19% | 82 |
|
|
2022
Q2 | $3.07M | Hold |
75,164
| – | – | 0.22% | 74 |
|
|
2022
Q1 | $3.18M | Sell |
75,164
-850
| -1% | -$36K | 0.2% | 75 |
|
|
2021
Q4 | $3.16M | Sell |
76,014
-600
| -0.8% | -$24.9K | 0.2% | 78 |
|
|
2021
Q3 | $3.13M | Sell |
76,614
-4,450
| -5% | -$182K | 0.22% | 77 |
|
|
2021
Q2 | $3.43M | Sell |
81,064
-515
| -0.6% | -$21.8K | 0.24% | 74 |
|
|
2021
Q1 | $3.63M | Sell |
81,579
-320
| -0.4% | -$14.2K | 0.27% | 70 |
|
|
2020
Q4 | $2.9M | Sell |
81,899
-250
| -0.3% | -$8.85K | 0.23% | 73 |
|
|
2020
Q3 | $2.73M | Sell |
82,149
-1,000
| -1% | -$33.2K | 0.24% | 73 |
|
|
2020
Q2 | $3M | Hold |
83,149
| – | – | 0.29% | 66 |
|
|
2020
Q1 | $3.58M | Sell |
83,149
-1,395
| -2% | -$60.1K | 0.45% | 52 |
|
|
2019
Q4 | $3.96M | Sell |
84,544
-1,825
| -2% | -$85.5K | 0.39% | 59 |
|
|
2019
Q3 | $3.94M | Hold |
86,369
| – | – | 0.41% | 58 |
|
|
2019
Q2 | $3.76M | Sell |
86,369
-250
| -0.3% | -$10.9K | 0.39% | 59 |
|
|
2019
Q1 | $3.53M | Sell |
86,619
-2,050
| -2% | -$83.6K | 0.36% | 64 |
|
|
2018
Q4 | $3.25M | Hold |
88,669
| – | – | 0.39% | 61 |
|
|
2018
Q3 | $3.16M | Sell |
88,669
-750
| -0.8% | -$26.7K | 0.33% | 65 |
|
|
2018
Q2 | $3.07M | Sell |
89,419
-2,135
| -2% | -$73.2K | 0.34% | 68 |
|
|
2018
Q1 | $3.15M | Sell |
91,554
-650
| -0.7% | -$22.4K | 0.36% | 64 |
|
|
2017
Q4 | $3.33M | Buy |
92,204
+650
| +0.7% | +$23.5K | 0.38% | 64 |
|
|
2017
Q3 | $3.06M | Sell |
91,554
-6,600
| -7% | -$220K | 0.38% | 62 |
|
|
2017
Q2 | $3.18M | Sell |
98,154
-1,350
| -1% | -$43.7K | 0.41% | 60 |
|
|
2017
Q1 | $3.31M | Sell |
99,504
-1,250
| -1% | -$41.6K | 0.44% | 60 |
|
|
2016
Q4 | $3.33M | Hold |
100,754
| – | – | 0.47% | 58 |
|
|
2016
Q3 | $3.01M | Sell |
100,754
-420
| -0.4% | -$12.5K | 0.45% | 61 |
|
|
2016
Q2 | $3.32M | Buy |
101,174
+100
| +0.1% | +$3.28K | 0.5% | 59 |
|
|
2016
Q1 | $3.28M | Hold |
101,074
| – | – | 0.52% | 57 |
|
|
2015
Q4 | $2.93M | Sell |
101,074
-3,200
| -3% | -$92.6K | 0.48% | 60 |
|
|
2015
Q3 | $2.99M | Sell |
104,274
-2,375
| -2% | -$68.1K | 0.52% | 56 |
|
|
2015
Q2 | $3.17M | Buy |
106,649
+450
| +0.4% | +$13.4K | 0.51% | 57 |
|
|
2015
Q1 | $3.41M | Sell |
106,199
-1,632
| -2% | -$52.4K | 0.55% | 56 |
|
|
2014
Q4 | $3.61M | Buy |
107,831
+18
| +0% | +$603 | 0.58% | 53 |
|
|
2014
Q3 | $2.86M | Buy |
107,813
+3,250
| +3% | +$86.3K | 0.48% | 56 |
|
|
2014
Q2 | $2.65M | Sell |
104,563
-4,475
| -4% | -$113K | 0.45% | 59 |
|
|
2014
Q1 | $2.77M | Buy |
109,038
+3,635
| +3% | +$92.4K | 0.5% | 54 |
|
|
2013
Q4 | $2.75M | Buy |
105,403
+650
| +0.6% | +$16.9K | 0.5% | 54 |
|
|
2013
Q3 | $2.63M | Sell |
104,753
-1,356
| -1% | -$34K | 0.52% | 54 |
|
|
2013
Q2 | $2.69M | Buy |
+106,109
| New | +$2.69M | 0.55% | 52 |
|