Ergoteles’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
Q2 | – | Sell |
-15,467
| Closed | -$594K | – | 1223 |
|
2023
Q1 | $594K | Buy |
+15,467
| New | +$594K | 0.02% | 676 |
|
2022
Q2 | – | Sell |
-5,250
| Closed | -$222K | – | 1791 |
|
2022
Q1 | $222K | Buy |
+5,250
| New | +$222K | 0.01% | 947 |
|
2021
Q3 | – | Sell |
-5,200
| Closed | -$220K | – | 1401 |
|
2021
Q2 | $220K | Sell |
5,200
-163,961
| -97% | -$6.94M | 0.01% | 1223 |
|
2021
Q1 | $7.52M | Buy |
+169,161
| New | +$7.52M | 0.23% | 116 |
|