GW & Wade’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,006
| Closed | -$210K | – | 387 |
|
2022
Q4 | $210K | Buy |
+5,006
| New | +$210K | 0.01% | 361 |
|
2022
Q2 | – | Sell |
-4,873
| Closed | -$206K | – | 393 |
|
2022
Q1 | $206K | Buy |
+4,873
| New | +$206K | 0.01% | 374 |
|
2021
Q2 | – | Sell |
-4,716
| Closed | -$210K | – | 387 |
|
2021
Q1 | $210K | Buy |
+4,716
| New | +$210K | 0.01% | 339 |
|