Dynamic Technology Lab’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,313
| Closed | -$772K | – | 1103 |
|
|
2023
Q2 | $772K | Sell |
21,313
-33,494
| -61% | -$1.21M | 0.1% | 353 |
|
|
2023
Q1 | $2.11M | Buy |
+54,807
| New | +$2.11M | 0.19% | 140 |
|
|
2022
Q3 | – | Sell |
-23,020
| Closed | -$942K | – | 1287 |
|
|
2022
Q2 | $942K | Buy |
23,020
+5,550
| +32% | +$227K | 0.11% | 332 |
|
|
2022
Q1 | $739K | Buy |
+17,470
| New | +$739K | 0.09% | 409 |
|
|
2021
Q1 | – | Sell |
-24,826
| Closed | -$879K | – | 1286 |
|
|
2020
Q4 | $879K | Buy |
+24,826
| New | +$879K | 0.14% | 223 |
|
|
2016
Q3 | – | Sell |
-26,926
| Closed | -$883K | – | 989 |
|
|
2016
Q2 | $883K | Buy |
+26,926
| New | +$883K | 0.24% | 70 |
|
|
2015
Q2 | – | Sell |
-16,007
| Closed | -$514K | – | 825 |
|
|
2015
Q1 | $514K | Buy |
+16,007
| New | +$514K | 0.22% | 124 |
|