MPS Loria Financial Planners’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$13K | – | 311 |
|
|
2021
Q1 | $13K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 298 |
|
|
2020
Q3 | $10K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2020
Q2 | $11K | Buy |
+300
| New | +$11K | 0.01% | 244 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$10K | – | 193 |
|
|
2017
Q2 | $10K | Buy |
+300
| New | +$10K | 0.01% | 293 |
|