Impact Partnership Wealth’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-10,335
| Closed | -$268K | – | 291 |
|
2024
Q4 | $268K | Buy |
+10,335
| New | +$268K | 0.05% | 221 |
|
2024
Q3 | – | Sell |
-10,753
| Closed | -$223K | – | 253 |
|
2024
Q2 | $223K | Buy |
10,753
+2,079
| +24% | +$43.2K | 0.06% | 193 |
|
2024
Q1 | $190K | Sell |
8,674
-1,574
| -15% | -$34.6K | 0.08% | 186 |
|
2023
Q4 | $234K | Buy |
10,248
+2,861
| +39% | +$65.4K | 0.09% | 155 |
|
2023
Q3 | $133K | Buy |
+7,387
| New | +$133K | 0.04% | 258 |
|