Lee Financial’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 832 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 920 |
|
|
2020
Q4 | – | Sell |
-580
| Closed | -$8K | – | 497 |
|
|
2020
Q3 | $8K | Hold |
580
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $10K | Hold |
580
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $10K | Sell |
580
-28,926
| -98% | -$499K | ﹤0.01% | 292 |
|
|
2019
Q4 | $851K | Buy |
29,506
+390
| +1% | +$11.2K | 0.18% | 69 |
|
|
2019
Q3 | $778K | Buy |
29,116
+125
| +0.4% | +$3.34K | 0.18% | 71 |
|
|
2019
Q2 | $750K | Sell |
28,991
-90
| -0.3% | -$2.33K | 0.17% | 70 |
|
|
2019
Q1 | $757K | Buy |
29,081
+150
| +0.5% | +$3.91K | 0.18% | 70 |
|
|
2018
Q4 | $652K | Sell |
28,931
-610
| -2% | -$13.7K | 0.17% | 66 |
|
|
2018
Q3 | $802K | Sell |
29,541
-55
| -0.2% | -$1.49K | 0.2% | 70 |
|
|
2018
Q2 | $859K | Buy |
29,596
+14,785
| +100% | +$429K | 0.2% | 69 |
|
|
2018
Q1 | $412K | Sell |
14,811
-125
| -0.8% | -$3.48K | 0.1% | 96 |
|
|
2017
Q4 | $436K | Sell |
14,936
-304
| -2% | -$8.87K | 0.13% | 85 |
|
|
2017
Q3 | $462K | Buy |
+15,240
| New | +$462K | 0.15% | 81 |
|