InterOcean Capital Group’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
Q3 | – | Sell |
-9,194
| Closed | -$333K | – | 456 |
|
|
2023
Q2 | $333K | Hold |
9,194
| – | – | 0.01% | 342 |
|
|
2023
Q1 | $353K | Buy |
9,194
+1,600
| +21% | +$61.4K | 0.01% | 298 |
|
|
2022
Q4 | $318K | Sell |
7,594
-500
| -6% | -$20.9K | 0.01% | 316 |
|
|
2022
Q3 | $281K | Buy |
8,094
+1,600
| +25% | +$55.5K | 0.01% | 310 |
|
|
2022
Q2 | $266K | Buy |
6,494
+300
| +5% | +$12.3K | 0.01% | 334 |
|
|
2022
Q1 | $262K | Buy |
+6,194
| New | +$262K | 0.01% | 226 |
|