Ironwood Financial’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-229
| Closed | -$11K | – | 365 |
|
|
2019
Q4 | $11K | Buy |
229
+1
| +0.4% | +$48 | 0.01% | 252 |
|
|
2019
Q3 | $10K | Hold |
228
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $10K | Sell |
228
-1
| -0.4% | -$44 | ﹤0.01% | 259 |
|
|
2019
Q1 | $9K | Hold |
229
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $8K | Hold |
229
| – | – | ﹤0.01% | 259 |
|
|
2018
Q3 | $8K | Buy |
+229
| New | +$8K | ﹤0.01% | 269 |
|