MAWCM
Mine & Arao Wealth Creation & Management’s Hawaiian Electric Industries HE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,008
| Closed | -$36.5K | – | 327 |
|
2023
Q2 | $36.5K | Hold |
1,008
| – | – | 0.02% | 154 |
|
2023
Q1 | $38.7K | Hold |
1,008
| – | – | 0.02% | 154 |
|
2022
Q4 | $42.2K | Hold |
1,008
| – | – | 0.03% | 145 |
|
2022
Q3 | $35K | Hold |
1,008
| – | – | 0.03% | 149 |
|
2022
Q2 | $41K | Buy |
1,008
+8
| +0.8% | +$325 | 0.03% | 145 |
|
2022
Q1 | $42K | Hold |
1,000
| – | – | 0.02% | 156 |
|
2021
Q4 | $42K | Hold |
1,000
| – | – | 0.02% | 156 |
|
2021
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 156 |
|
2021
Q2 | $42K | Hold |
1,000
| – | – | 0.03% | 154 |
|
2021
Q1 | $44K | Buy |
+1,000
| New | +$44K | 0.03% | 144 |
|