Disciplined Investments’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 |
-15
| Closed | -$543 | – | 716 |
|
|
2023
Q2 | $543 | Hold |
15
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q1 | $576 | Hold |
15
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q4 | $628 | Sell |
15
-3
| -17% | -$126 | ﹤0.01% | 1102 |
|
|
2022
Q3 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 932 |
|
|
2022
Q2 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 951 |
|
|
2022
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1004 |
|