Next Financial Group’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
Q4 | $10K | Sell |
237
-38
| -14% | -$1.6K | ﹤0.01% | 2180 |
|
|
2021
Q3 | $12K | Buy |
275
+14
| +5% | +$611 | ﹤0.01% | 1981 |
|
|
2021
Q2 | $11K | Hold |
261
| – | – | ﹤0.01% | 1953 |
|
|
2021
Q1 | $12K | Hold |
261
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q4 | $9K | Sell |
261
-41
| -14% | -$1.41K | ﹤0.01% | 1807 |
|
|
2020
Q3 | $10K | Buy |
+302
| New | +$10K | ﹤0.01% | 1628 |
|
|
2020
Q2 | – | Sell |
-287
| Closed | -$12K | – | 1138 |
|
|
2020
Q1 | $12K | Buy |
287
+187
| +187% | +$7.82K | ﹤0.01% | 1462 |
|
|
2019
Q4 | $5K | Sell |
100
-601
| -86% | -$30.1K | ﹤0.01% | 1965 |
|
|
2019
Q3 | $32K | Sell |
701
-3,927
| -85% | -$179K | ﹤0.01% | 1288 |
|
|
2019
Q2 | $202K | Buy |
4,628
+3,927
| +560% | +$171K | 0.02% | 660 |
|
|
2019
Q1 | $29K | Hold |
701
| – | – | 0.01% | 871 |
|
|
2018
Q4 | $26K | Hold |
701
| – | – | 0.01% | 1009 |
|
|
2018
Q3 | $25K | Buy |
+701
| New | +$25K | 0.01% | 717 |
|
|
2017
Q4 | – | Sell |
-1,161
| Closed | -$40K | – | 728 |
|
|
2017
Q3 | $40K | Buy |
1,161
+100
| +9% | +$3.45K | 0.01% | 762 |
|
|
2017
Q2 | $34K | Hold |
1,061
| – | – | 0.01% | 891 |
|
|
2017
Q1 | $36K | Sell |
1,061
-630
| -37% | -$21.4K | 0.01% | 827 |
|
|
2016
Q4 | $56K | Buy |
1,691
+1,131
| +202% | +$37.5K | 0.01% | 915 |
|
|
2016
Q3 | $17K | Buy |
560
+100
| +22% | +$3.04K | ﹤0.01% | 1433 |
|
|
2016
Q2 | $15K | Hold |
460
| – | – | ﹤0.01% | 1063 |
|
|
2016
Q1 | $14K | Hold |
460
| – | – | ﹤0.01% | 1055 |
|
|
2015
Q4 | $13K | Hold |
460
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q3 | $13K | Hold |
460
| – | – | ﹤0.01% | 1114 |
|
|
2015
Q2 | $13K | Hold |
460
| – | – | ﹤0.01% | 1172 |
|
|
2015
Q1 | $14K | Hold |
460
| – | – | ﹤0.01% | 1127 |
|
|
2014
Q4 | $15K | Sell |
460
-200
| -30% | -$6.52K | 0.01% | 1094 |
|
|
2014
Q3 | $18K | Buy |
660
+200
| +43% | +$5.46K | ﹤0.01% | 1465 |
|
|
2014
Q2 | $11K | Buy |
+460
| New | +$11K | 0.01% | 764 |
|