IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-353
| Closed | -$12K | – | 822 |
|
|
2018
Q1 | $12K | Hold |
353
| – | – | ﹤0.01% | 1126 |
|
|
2017
Q4 | $12K | Hold |
353
| – | – | ﹤0.01% | 1136 |
|
|
2017
Q3 | $12K | Hold |
353
| – | – | 0.01% | 910 |
|
|
2017
Q2 | $1.19K | Sell |
353
-609
| -63% | -$2.06K | 0.58% | 31 |
|
|
2017
Q1 | $33K | Hold |
962
| – | – | 0.02% | 525 |
|
|
2016
Q4 | $32K | Buy |
+962
| New | +$32K | 0.02% | 495 |
|