HM Payson & Co’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
Q4 | – | Sell |
-464
| Closed | -$5.71K | – | 996 |
|
|
2023
Q3 | $5.71K | Hold |
464
| – | – | ﹤0.01% | 867 |
|
|
2023
Q2 | $16.8K | Hold |
464
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $17.8K | Hold |
464
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $19.4K | Hold |
464
| – | – | ﹤0.01% | 674 |
|
|
2022
Q3 | $16K | Hold |
464
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $19K | Hold |
464
| – | – | ﹤0.01% | 727 |
|
|
2022
Q1 | $20K | Hold |
464
| – | – | ﹤0.01% | 749 |
|
|
2021
Q4 | $19K | Hold |
464
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $19K | Hold |
464
| – | – | ﹤0.01% | 748 |
|
|
2021
Q2 | $20K | Hold |
464
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $21K | Hold |
464
| – | – | ﹤0.01% | 745 |
|
|
2020
Q4 | $16K | Hold |
464
| – | – | ﹤0.01% | 807 |
|
|
2020
Q3 | $15K | Hold |
464
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $17K | Hold |
464
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $20K | Hold |
464
| – | – | ﹤0.01% | 642 |
|
|
2019
Q4 | $22K | Hold |
464
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $21K | Hold |
464
| – | – | ﹤0.01% | 722 |
|
|
2019
Q2 | $20K | Buy |
+464
| New | +$20K | ﹤0.01% | 729 |
|