Global Trust 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
Q2 | – | Sell |
-260
| Closed | -$11K | – | 365 |
|
|
2020
Q1 | $11K | Hold |
260
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $12K | Hold |
260
| – | – | 0.01% | 290 |
|
|
2019
Q3 | $12K | Hold |
260
| – | – | 0.01% | 262 |
|
|
2019
Q2 | $11K | Hold |
260
| – | – | 0.01% | 295 |
|
|
2019
Q1 | $11K | Hold |
260
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $10K | Hold |
260
| – | – | 0.01% | 277 |
|
|
2018
Q3 | $9K | Hold |
260
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $9K | Buy |
+260
| New | +$9K | 0.01% | 310 |
|