Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.48M | Sell |
31,542
-1,213
| -4% | -$54.4K | 0.01% | 1035 |
|
|
2019
Q3 | $1.49M | Buy |
32,755
+5,842
| +22% | +$260K | 0.01% | 975 |
|
|
2019
Q2 | $1.17M | Buy |
26,913
+598
| +2% | +$25.1K | 0.01% | 1116 |
|
|
2019
Q1 | $1.07M | Sell |
26,315
-640
| -2% | -$24.3K | 0.01% | 1142 |
|
|
2018
Q4 | $985K | Buy |
26,955
+6,657
| +33% | +$247K | 0.01% | 1062 |
|
|
2018
Q3 | $722K | Sell |
20,298
-1,179
| -5% | -$41.5K | 0.01% | 1347 |
|
|
2018
Q2 | $738K | Hold |
21,477
| – | – | 0.01% | 1258 |
|
|
2018
Q1 | $738K | Sell |
21,477
-33,832
| -61% | -$1.14M | 0.01% | 1258 |
|
|
2017
Q4 | $2M | Buy |
55,309
+1,647
| +3% | +$59.6K | 0.02% | 691 |
|
|
2017
Q3 | $1.79M | Buy |
53,662
+3,362
| +7% | +$111K | 0.02% | 684 |
|
|
2017
Q2 | $1.63M | Buy |
50,300
+150
| +0.3% | +$4.99K | 0.02% | 681 |
|
|
2017
Q1 | $1.67M | Sell |
50,150
-1,484
| -3% | -$49.2K | 0.02% | 642 |
|
|
2016
Q4 | $1.71M | Buy |
51,634
+3,062
| +6% | +$93.4K | 0.02% | 581 |
|
|
2016
Q3 | $1.45M | Sell |
48,572
-26,173
| -35% | -$804K | 0.02% | 603 |
|
|
2016
Q2 | $2.45M | Buy |
74,745
+10,809
| +17% | +$356K | 0.04% | 399 |
|
|
2016
Q1 | $2.07M | Sell |
63,936
-609
| -0.9% | -$18.2K | 0.04% | 421 |
|
|
2015
Q4 | $1.87M | Buy |
64,545
+1,661
| +3% | +$47.9K | 0.03% | 441 |
|
|
2015
Q3 | $1.8M | Sell |
62,884
-2,920
| -4% | -$85.6K | 0.04% | 414 |
|
|
2015
Q2 | $1.96M | Buy |
65,804
+3,534
| +6% | +$110K | 0.04% | 440 |
|
|
2015
Q1 | $2M | Buy |
62,270
+21,307
| +52% | +$710K | 0.04% | 427 |
|
|
2014
Q4 | $1.37M | Buy |
40,963
+30,747
| +301% | +$895K | 0.03% | 474 |
|
|
2014
Q3 | $271K | Buy |
10,216
+150
| +1% | +$3.72K | 0.01% | 1069 |
|
|
2014
Q2 | $255K | Buy |
10,066
+203
| +2% | +$4.94K | 0.01% | 1067 |
|
|
2014
Q1 | $251K | Buy |
9,863
+2
| +0% | +$51 | 0.01% | 1017 |
|
|
2013
Q4 | $257K | Buy |
9,861
+3
| +0% | +$78 | 0.01% | 958 |
|
|
2013
Q3 | $248K | Sell |
9,858
-268
| -3% | -$6.89K | 0.01% | 920 |
|
|
2013
Q2 | $257K | Buy |
+10,126
| New | +$270K | 0.01% | 875 |
|
Other funds holding HE
VH
