Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,202
| Closed | -$584K | – | 45 |
|
|
2020
Q2 | $584K | Sell |
16,202
-996
| -6% | -$35.9K | 0.17% | 29 |
|
|
2020
Q1 | $740K | Buy |
+17,198
| New | +$740K | 0.58% | 25 |
|
|
2014
Q4 | – | Sell |
-1,200
| Closed | -$32K | – | 231 |
|
|
2014
Q3 | $32K | Hold |
1,200
| – | – | 0.03% | 135 |
|
|
2014
Q2 | $30K | Hold |
1,200
| – | – | 0.03% | 142 |
|
|
2014
Q1 | $31K | Hold |
1,200
| – | – | 0.03% | 156 |
|
|
2013
Q4 | $31K | Sell |
1,200
-250
| -17% | -$6.46K | 0.02% | 211 |
|
|
2013
Q3 | $36K | Buy |
1,450
+1,200
| +480% | +$29.8K | 0.03% | 190 |
|
|
2013
Q2 | $6K | Buy |
+250
| New | +$6K | 0.01% | 228 |
|