FAM
Formidable Asset Management’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,318
| Closed | -$1.03M | – | 276 |
|
|
2019
Q1 | $1.03M | Buy |
+12,318
| New | +$1.03M | 0.41% | 56 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$6K | – | 274 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 393 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2015
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 410 |
|
|
2014
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 371 |
|
|
2014
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
|
2013
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
|
2013
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 359 |
|