Gamble Jones Investment Counsel’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,073
| Closed | -$107K | – | 210 |
|
|
2022
Q3 | $107K | Buy |
+3,073
| New | +$107K | 0.01% | 210 |
|
|
2020
Q1 | – | Sell |
-5,678
| Closed | -$266K | – | 201 |
|
|
2019
Q4 | $266K | Buy |
5,678
+33
| +0.6% | +$1.55K | 0.02% | 192 |
|
|
2019
Q3 | $257K | Buy |
5,645
+33
| +0.6% | +$1.5K | 0.02% | 187 |
|
|
2019
Q2 | $244K | Buy |
5,612
+34
| +0.6% | +$1.48K | 0.02% | 195 |
|
|
2019
Q1 | $227K | Buy |
5,578
+37
| +0.7% | +$1.51K | 0.02% | 195 |
|
|
2018
Q4 | $203K | Buy |
+5,541
| New | +$203K | 0.02% | 199 |
|