Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,190
| Closed | -$65K | – | 558 |
|
|
2016
Q3 | $65K | Hold |
2,190
| – | – | 0.02% | 368 |
|
|
2016
Q2 | $72K | Hold |
2,190
| – | – | 0.03% | 346 |
|
|
2016
Q1 | $71K | Hold |
2,190
| – | – | 0.03% | 335 |
|
|
2015
Q4 | $63K | Hold |
2,190
| – | – | 0.03% | 350 |
|
|
2015
Q3 | $63K | Hold |
2,190
| – | – | 0.03% | 337 |
|
|
2015
Q2 | $65K | Buy |
2,190
+58
| +3% | +$1.72K | 0.03% | 339 |
|
|
2015
Q1 | $68K | Buy |
+2,132
| New | +$68K | 0.03% | 338 |
|