Loomis, Sayles & Company’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-862
| Closed | -$12K | – | 815 |
|
|
2023
Q4 | $12K | Buy |
+862
| New | +$12K | ﹤0.01% | 744 |
|
|
2023
Q3 | – | Sell |
-158
| Closed | -$6K | – | 954 |
|
|
2023
Q2 | $6K | Buy |
158
+110
| +229% | +$4.18K | ﹤0.01% | 781 |
|
|
2023
Q1 | $2K | Sell |
48
-837
| -95% | -$34.9K | ﹤0.01% | 939 |
|
|
2022
Q4 | $37K | Buy |
885
+844
| +2,059% | +$35.3K | ﹤0.01% | 647 |
|
|
2022
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 901 |
|
|
2022
Q2 | – | Sell |
-76
| Closed | -$3K | – | 1007 |
|
|
2022
Q1 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 866 |
|