Kiwi Wealth Investments Limited Partnership’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,545
| Closed | -$396K | – | 236 |
|
|
2021
Q4 | $396K | Sell |
9,545
-17,785
| -65% | -$738K | 0.02% | 232 |
|
|
2021
Q3 | $1.12M | Hold |
27,330
| – | – | 0.06% | 205 |
|
|
2021
Q2 | $1.16M | Sell |
27,330
-3,258
| -11% | -$138K | 0.06% | 195 |
|
|
2021
Q1 | $1.36M | Sell |
30,588
-19,263
| -39% | -$856K | 0.08% | 172 |
|
|
2020
Q4 | $1.76M | Sell |
49,851
-15,501
| -24% | -$549K | 0.1% | 189 |
|
|
2020
Q3 | $2.17M | Buy |
65,352
+33,254
| +104% | +$1.11M | 0.15% | 167 |
|
|
2020
Q2 | $1.16M | Buy |
+32,098
| New | +$1.16M | 0.09% | 177 |
|
|
2016
Q3 | – | Sell |
-255,477
| Closed | -$8.38M | – | 133 |
|
|
2016
Q2 | $8.38M | Buy |
255,477
+1,471
| +0.6% | +$48.2K | 0.82% | 40 |
|
|
2016
Q1 | $8.23M | Buy |
+254,006
| New | +$8.23M | 0.84% | 45 |
|