Cutler Group’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,119
| Closed | -$171K | – | 1273 |
|
|
2023
Q4 | $171K | Sell |
12,119
-3,225
| -21% | -$45.5K | 0.02% | 407 |
|
|
2023
Q3 | $188K | Buy |
+15,344
| New | +$188K | 0.02% | 405 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$13K | – | 2393 |
|
|
2017
Q3 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 1794 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2985 |
|
|
2017
Q1 | – | Sell |
-45
| Closed | -$1K | – | 3033 |
|
|
2016
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 2721 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 3012 |
|
|
2016
Q2 | – | Sell |
-4,518
| Closed | -$146K | – | 3047 |
|
|
2016
Q1 | $146K | Sell |
4,518
-10,711
| -70% | -$346K | 0.01% | 744 |
|
|
2015
Q4 | $440K | Buy |
+15,229
| New | +$440K | 0.02% | 427 |
|