Mayflower Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,011
| Closed | -$212K | – | 343 |
|
|
2022
Q1 | $212K | Hold |
5,011
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $208K | Sell |
5,011
-6
| -0.1% | -$249 | 0.03% | 312 |
|
|
2021
Q3 | $208K | Buy |
5,017
+6
| +0.1% | +$249 | 0.03% | 314 |
|
|
2021
Q2 | $212K | Sell |
5,011
-1,500
| -23% | -$63.5K | 0.03% | 292 |
|
|
2021
Q1 | $289K | Hold |
6,511
| – | – | 0.04% | 232 |
|
|
2020
Q4 | $230K | Buy |
+6,511
| New | +$230K | 0.04% | 240 |
|