Neuburgh Advisers’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
Q3
$1.99M Sell
43,554
-68
-0.2% -$3.1K 0.06% 225
2019
Q2
$1.9M Buy
43,622
+16,320
+60% +$711K 0.06% 237
2019
Q1
$1.11M Buy
27,302
+2,074
+8% +$84.5K 0.04% 282
2018
Q4
$924K Hold
25,228
0.04% 278
2018
Q3
$898K Buy
25,228
+3,162
+14% +$113K 0.03% 321
2018
Q2
$757K Sell
22,066
-12,444
-36% -$427K 0.03% 333
2018
Q1
$1.19M Sell
34,510
-28,152
-45% -$967K 0.04% 245
2017
Q4
$2.27M Sell
62,662
-27,234
-30% -$984K 0.08% 187
2017
Q3
$3M Buy
89,896
+6,324
+8% +$211K 0.11% 157
2017
Q2
$2.71M Buy
83,572
+33,660
+67% +$1.09M 0.1% 165
2017
Q1
$1.66M Buy
49,912
+28,492
+133% +$949K 0.07% 208
2016
Q4
$708K Buy
+21,420
New +$708K 0.03% 288