Invictus RG’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,034
| Closed | -$35K | – | 348 |
|
2017
Q3 | $35K | Sell |
1,034
-513
| -33% | -$17.4K | 0.03% | 392 |
|
2017
Q2 | $50K | Buy |
+1,547
| New | +$50K | 0.04% | 470 |
|
2016
Q3 | – | Sell |
-109
| Closed | -$4K | – | 714 |
|
2016
Q2 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 557 |
|