Disciplined Investments’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-25
| Closed | -$450 | – | 606 |
|
2023
Q2 | $450 | Sell |
25
-6
| -19% | -$108 | ﹤0.01% | 1266 |
|
2023
Q1 | $640 | Buy |
31
+8
| +35% | +$165 | ﹤0.01% | 1158 |
|
2022
Q4 | $599 | Sell |
23
-3
| -12% | -$78 | ﹤0.01% | 1119 |
|
2022
Q3 | $1K | Sell |
26
-7
| -21% | -$269 | ﹤0.01% | 894 |
|
2022
Q2 | $1K | Buy |
33
+3
| +10% | +$91 | ﹤0.01% | 911 |
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 966 |
|