Jupiter Asset Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,209,258
| Closed | -$14.9M | – | 492 |
|
|
2023
Q3 | $14.9M | Buy |
1,209,258
+1,044,978
| +636% | +$12.9M | 0.16% | 165 |
|
|
2023
Q2 | $5.95M | Buy |
164,280
+86,157
| +110% | +$3.12M | 0.07% | 267 |
|
|
2023
Q1 | $3M | Buy |
+78,123
| New | +$3M | 0.04% | 256 |
|
|
2021
Q4 | – | Sell |
-9,499
| Closed | -$388K | – | 588 |
|
|
2021
Q3 | $388K | Buy |
+9,499
| New | +$388K | ﹤0.01% | 500 |
|