Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3
| Closed | – | – | 280 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 634 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 693 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | -$1K | – | 593 |
|
|
2018
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 634 |
|
|
2018
Q2 | – | Sell |
-115
| Closed | -$4K | – | 567 |
|
|
2018
Q1 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 465 |
|