Kestra Private Wealth Services’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,149
| Closed | -$206K | – | 1226 |
|
|
2023
Q3 | $206K | Sell |
4,149
-729
| -15% | -$36.2K | 0.01% | 1021 |
|
|
2023
Q2 | $201K | Sell |
4,878
-631
| -11% | -$26K | 0.01% | 966 |
|
|
2023
Q1 | $287K | Buy |
5,509
+137
| +3% | +$7.14K | 0.01% | 794 |
|
|
2022
Q4 | $417K | Sell |
5,372
-20
| -0.4% | -$1.55K | 0.02% | 567 |
|
|
2022
Q3 | $410K | Buy |
5,392
+60
| +1% | +$4.56K | 0.02% | 548 |
|
|
2022
Q2 | $397K | Hold |
5,332
| – | – | 0.02% | 575 |
|
|
2022
Q1 | $447K | Buy |
5,332
+1
| +0% | +$84 | 0.02% | 616 |
|
|
2021
Q4 | $447K | Sell |
5,331
-50
| -0.9% | -$4.19K | 0.02% | 630 |
|
|
2021
Q3 | $442K | Buy |
5,381
+99
| +2% | +$8.13K | 0.02% | 574 |
|
|
2021
Q2 | $445K | Hold |
5,282
| – | – | 0.03% | 540 |
|
|
2021
Q1 | $473K | Buy |
5,282
+9
| +0.2% | +$806 | 0.03% | 465 |
|
|
2020
Q4 | $405K | Hold |
5,273
| – | – | 0.03% | 479 |
|
|
2020
Q3 | $266K | Buy |
+5,273
| New | +$266K | 0.02% | 523 |
|