Concert Wealth 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
2016
Q4
Sell
-13,366
Closed -$399K 658
2016
Q3
$399K Hold
13,366
0.05% 422
2016
Q2
$438K Buy
+13,366
New +$438K 0.06% 370