Financial Gravity Asset 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
Q1 | – | Sell |
-1
| Closed | -$47K | – | 1225 |
|
|
2019
Q4 | $47K | Sell |
1
-3
| -75% | -$141K | 0.03% | 676 |
|
|
2019
Q3 | $0 | Sell |
4
-57
| -93% | – | ﹤0.01% | 1367 |
|
|
2019
Q2 | $3K | Sell |
61
-147
| -71% | -$7.23K | ﹤0.01% | 801 |
|
|
2019
Q1 | $8K | Buy |
+208
| New | +$8K | 0.01% | 596 |
|
|
2018
Q3 | $4K | Sell |
105
-8
| -7% | -$305 | ﹤0.01% | 775 |
|
|
2018
Q2 | $4K | Sell |
113
-987
| -90% | -$34.9K | ﹤0.01% | 829 |
|
|
2018
Q1 | $38K | Buy |
+1,100
| New | +$38K | 0.04% | 399 |
|