Founders Capital Management (Texas)’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
Q4 | – | Sell |
-150
| Closed | -$1.85K | – | 386 |
|
2023
Q3 | $1.85K | Hold |
150
| – | – | ﹤0.01% | 370 |
|
2023
Q2 | $5.43K | Hold |
150
| – | – | ﹤0.01% | 340 |
|
2023
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 346 |
|
2022
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 330 |
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 342 |
|
2022
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 352 |
|
2022
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 287 |
|
2021
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 287 |
|
2021
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 287 |
|
2021
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 280 |
|
2021
Q1 | $7K | Hold |
150
| – | – | 0.01% | 264 |
|
2020
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 275 |
|
2020
Q1 | $6K | Hold |
150
| – | – | 0.01% | 260 |
|
2019
Q4 | $7K | Hold |
150
| – | – | 0.01% | 272 |
|
2019
Q3 | $7K | Hold |
150
| – | – | 0.01% | 274 |
|
2019
Q2 | $7K | Hold |
150
| – | – | 0.01% | 277 |
|
2019
Q1 | $6K | Hold |
150
| – | – | 0.01% | 290 |
|
2018
Q4 | $5K | Hold |
150
| – | – | 0.01% | 288 |
|
2018
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 281 |
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 283 |
|
2018
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 326 |
|
2017
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 318 |
|
2017
Q3 | $5K | Sell |
150
-100
| -40% | -$3.33K | ﹤0.01% | 320 |
|
2017
Q2 | $8K | Hold |
250
| – | – | 0.01% | 300 |
|
2017
Q1 | $8K | Buy |
+250
| New | +$8K | 0.01% | 313 |
|