Gradient Investments’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$468 | – | 1490 |
|
|
2023
Q4 | $468 | Hold |
33
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q3 | $406 | Sell |
33
-70
| -68% | -$861 | ﹤0.01% | 1588 |
|
|
2023
Q2 | $3.73K | Buy |
103
+70
| +212% | +$2.53K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $1.27K | Hold |
33
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q4 | $1.38K | Hold |
33
| – | – | ﹤0.01% | 1142 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1237 |
|
|
2022
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1101 |
|
|
2021
Q4 | $1K | Sell |
33
-71
| -68% | -$2.15K | ﹤0.01% | 1146 |
|
|
2021
Q3 | $4K | Buy |
104
+71
| +215% | +$2.73K | ﹤0.01% | 913 |
|
|
2021
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 1046 |
|
|
2020
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 979 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1000 |
|
|
2019
Q4 | $2K | Sell |
33
-485
| -94% | -$29.4K | ﹤0.01% | 940 |
|
|
2019
Q3 | $24K | Buy |
518
+485
| +1,470% | +$22.5K | ﹤0.01% | 501 |
|
|
2019
Q2 | $1K | Sell |
33
-102
| -76% | -$3.09K | ﹤0.01% | 946 |
|
|
2019
Q1 | $6K | Buy |
135
+102
| +309% | +$4.53K | ﹤0.01% | 622 |
|
|
2018
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 866 |
|
|
2017
Q3 | – | Sell |
-1,198
| Closed | -$39K | – | 429 |
|
|
2017
Q2 | $39K | Hold |
1,198
| – | – | ﹤0.01% | 331 |
|
|
2017
Q1 | $40K | Hold |
1,198
| – | – | ﹤0.01% | 327 |
|
|
2016
Q4 | $40K | Buy |
+1,198
| New | +$40K | ﹤0.01% | 284 |
|