JP Morgan Private Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $883K | Buy |
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|
2022
Q4 | $962K | Buy |
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|
2022
Q3 | $797K | Sell |
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|
2022
Q2 | $944K | Sell |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $928K | Buy |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $949K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $770K | Sell |
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|
2020
Q3 | $733K | Sell |
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|
2020
Q2 | $921K | Buy |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $937K | Sell |
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|
2018
Q4 | $848K | Buy |
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|
2018
Q3 | $802K | Buy |
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|
2018
Q2 | $767K | Buy |
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|
2018
Q1 | $768K | Buy |
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|
2017
Q4 | $799K | Sell |
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|
2017
Q3 | $772K | Sell |
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|
2017
Q2 | $788K | Sell |
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|
2017
Q1 | $873K | Hold |
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|
2016
Q4 | $867K | Sell |
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|
2016
Q3 | $785K | Buy |
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|
2016
Q2 | $521K | Sell |
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|
2016
Q1 | $524K | Buy |
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|
2015
Q4 | $462K | Buy |
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|
2015
Q3 | $429K | Sell |
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|
2015
Q2 | $457K | Buy |
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|
2015
Q1 | $470K | Buy |
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|
2014
Q4 | $262K | Sell |
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|
2014
Q3 | $245K | Sell |
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|
2014
Q2 | $235K | Sell |
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|
2014
Q1 | $253K | Buy |
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|
2013
Q4 | $221K | Sell |
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|
2013
Q3 | $258K | Buy |
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|
2013
Q2 | $232K | Buy |
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