CSat Investment Advisory’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-454
| Closed | -$15K | – | 712 |
|
|
2020
Q3 | $15K | Buy |
454
+63
| +16% | +$2.08K | ﹤0.01% | 944 |
|
|
2020
Q2 | $14K | Buy |
391
+66
| +20% | +$2.36K | ﹤0.01% | 944 |
|
|
2020
Q1 | $14K | Buy |
325
+44
| +16% | +$1.9K | ﹤0.01% | 807 |
|
|
2019
Q4 | $13K | Buy |
281
+54
| +24% | +$2.5K | ﹤0.01% | 910 |
|
|
2019
Q3 | $10K | Buy |
227
+32
| +16% | +$1.41K | ﹤0.01% | 924 |
|
|
2019
Q2 | $8K | Buy |
+195
| New | +$8K | ﹤0.01% | 949 |
|