Hamel Associates’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,800
| Closed | -$232K | – | 91 |
|
|
2015
Q2 | $232K | Sell |
7,800
-2,050
| -21% | -$61K | 0.15% | 90 |
|
|
2015
Q1 | $316K | Sell |
9,850
-4,225
| -30% | -$136K | 0.21% | 85 |
|
|
2014
Q4 | $471K | Sell |
14,075
-13,300
| -49% | -$445K | 0.31% | 70 |
|
|
2014
Q3 | $727K | Buy |
27,375
+5,175
| +23% | +$137K | 0.48% | 61 |
|
|
2014
Q2 | $562K | Buy |
+22,200
| New | +$562K | 0.37% | 72 |
|