Mosaic Family Wealth’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-600
| Closed | -$24K | – | 356 |
|
|
2019
Q1 | $24K | Hold |
600
| – | – | 0.01% | 414 |
|
|
2018
Q4 | $22K | Hold |
600
| – | – | 0.01% | 417 |
|
|
2018
Q3 | $23K | Sell |
600
-200
| -25% | -$7.67K | 0.01% | 422 |
|
|
2018
Q2 | $27K | Hold |
800
| – | – | 0.01% | 415 |
|
|
2018
Q1 | $28K | Hold |
800
| – | – | 0.01% | 383 |
|
|
2017
Q4 | $29K | Hold |
800
| – | – | 0.01% | 398 |
|
|
2017
Q3 | $27K | Hold |
800
| – | – | 0.01% | 423 |
|
|
2017
Q2 | $26K | Hold |
800
| – | – | 0.01% | 391 |
|
|
2017
Q1 | $27K | Hold |
800
| – | – | 0.01% | 396 |
|
|
2016
Q4 | $26K | Hold |
800
| – | – | 0.01% | 403 |
|
|
2016
Q3 | $24K | Hold |
800
| – | – | 0.01% | 416 |
|
|
2016
Q2 | $27K | Hold |
800
| – | – | 0.01% | 407 |
|
|
2016
Q1 | $25K | Hold |
800
| – | – | 0.01% | 408 |
|
|
2015
Q4 | $23K | Buy |
+800
| New | +$23K | 0.01% | 424 |
|