Gary Goldberg Planning Services’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$755K Sell
22,541
-178
-0.8% -$5.96K 0.32% 53
2014
Q3
$603K Buy
22,719
+1,364
+6% +$36.2K 0.25% 60
2014
Q2
$541K Buy
21,355
+19,115
+853% +$484K 0.24% 63
2014
Q1
$57K Buy
+2,240
New +$57K 0.03% 209