Harvest Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28
| Closed | -$1K | – | 309 |
|
|
2020
Q4 | $1K | Sell |
28
-8
| -22% | -$286 | ﹤0.01% | 472 |
|
|
2020
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 454 |
|
|
2020
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $1K | Sell |
36
-18
| -33% | -$500 | ﹤0.01% | 389 |
|
|
2019
Q4 | $2K | Sell |
54
-22
| -29% | -$815 | ﹤0.01% | 617 |
|
|
2019
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 553 |
|
|
2019
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 449 |
|
|
2019
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 496 |
|