JOYN Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-497
| Closed | -$18K | – | 646 |
|
|
2018
Q4 | $18K | Buy |
497
+53
| +12% | +$1.92K | ﹤0.01% | 710 |
|
|
2018
Q3 | $16K | Buy |
444
+45
| +11% | +$1.62K | ﹤0.01% | 766 |
|
|
2018
Q2 | $14K | Buy |
399
+302
| +311% | +$10.6K | ﹤0.01% | 781 |
|
|
2018
Q1 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 972 |
|