Joseph P. Lucia & Associates’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-189
| Closed | -$8K | – | 592 |
|
|
2021
Q1 | $8K | Buy |
189
+1
| +0.5% | +$42 | ﹤0.01% | 381 |
|
|
2020
Q4 | $7K | Buy |
+188
| New | +$7K | ﹤0.01% | 361 |
|
|
2020
Q3 | – | Sell |
-184
| Closed | -$7K | – | 233 |
|
|
2020
Q2 | $7K | Buy |
184
+1
| +0.5% | +$38 | 0.01% | 345 |
|
|
2020
Q1 | $8K | Buy |
183
+2
| +1% | +$87 | 0.01% | 303 |
|
|
2019
Q4 | $9K | Buy |
181
+1
| +0.6% | +$50 | 0.01% | 316 |
|
|
2019
Q3 | $8K | Buy |
180
+1
| +0.6% | +$44 | 0.01% | 329 |
|
|
2019
Q2 | $8K | Sell |
179
-7,032
| -98% | -$314K | 0.01% | 319 |
|
|
2019
Q1 | $177 | Buy |
+7,211
| New | +$177 | 0.01% | 229 |
|