Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$14K | – | 453 |
|
|
2022
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 572 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $14K | Hold |
500
| – | – | ﹤0.01% | 486 |
|
|
2020
Q4 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 466 |
|