LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-200
| Closed | -$8K | – | 742 |
|
|
2021
Q3 | $8K | Sell |
200
-56
| -22% | -$2.24K | ﹤0.01% | 618 |
|
|
2021
Q2 | $11K | Buy |
+256
| New | +$11K | ﹤0.01% | 618 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$7K | – | 476 |
|
|
2020
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 639 |
|
|
2016
Q4 | – | Sell |
-144
| Closed | -$4K | – | 600 |
|
|
2016
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 583 |
|
|
2016
Q2 | $5K | Hold |
144
| – | – | ﹤0.01% | 591 |
|
|
2016
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 577 |
|
|
2015
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 606 |
|
|
2015
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 585 |
|
|
2015
Q2 | $4K | Hold |
144
| – | – | ﹤0.01% | 585 |
|
|
2015
Q1 | $5K | Hold |
144
| – | – | ﹤0.01% | 592 |
|
|
2014
Q4 | $5K | Hold |
144
| – | – | ﹤0.01% | 597 |
|
|
2014
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 570 |
|
|
2014
Q2 | $4K | Hold |
144
| – | – | ﹤0.01% | 595 |
|
|
2014
Q1 | $4K | Hold |
144
| – | – | ﹤0.01% | 588 |
|
|
2013
Q4 | $4K | Hold |
144
| – | – | ﹤0.01% | 560 |
|
|
2013
Q3 | $4K | Hold |
144
| – | – | ﹤0.01% | 526 |
|
|
2013
Q2 | $4K | Buy |
+144
| New | +$4K | ﹤0.01% | 572 |
|