Denali Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71
| Closed | -$2.57K | – | 502 |
|
|
2023
Q2 | $2.57K | Hold |
71
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $2.73K | Sell |
71
-67
| -49% | -$2.57K | ﹤0.01% | 352 |
|
|
2022
Q4 | $5.78K | Hold |
138
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $6K | Hold |
138
| – | – | ﹤0.01% | 331 |
|
|
2022
Q1 | $6K | Buy |
138
+35
| +34% | +$1.52K | ﹤0.01% | 333 |
|
|
2021
Q4 | $4K | Buy |
103
+53
| +106% | +$2.06K | ﹤0.01% | 344 |
|
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 262 |
|
|
2020
Q3 | – | Sell |
-18,400
| Closed | -$664K | – | 382 |
|
|
2020
Q2 | $664K | Sell |
18,400
-10,200
| -36% | -$368K | 0.13% | 185 |
|
|
2020
Q1 | $1.23M | Buy |
+28,600
| New | +$1.23M | 0.27% | 96 |
|