Gradient Investments’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $42K | Sell |
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|
2019
Q2 | $244K | Hold |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $248K | Buy |
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|
2017
Q3 | $245K | Buy |
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|
2017
Q2 | $228K | Buy |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $36K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Buy |
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