KMS Financial Services’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$485K Buy
18,260
+389
+2% +$10.3K 0.07% 274
2014
Q2
$453K Sell
17,871
-4,413
-20% -$112K 0.06% 296
2014
Q1
$566K Sell
22,284
-2,770
-11% -$70.4K 0.09% 236
2013
Q4
$653K Buy
+25,054
New +$653K 0.11% 207