Oakbrook Investments’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,960
| Closed | -$279K | – | 272 |
|
|
2019
Q4 | $279K | Hold |
5,960
| – | – | 0.06% | 477 |
|
|
2019
Q3 | $272K | Hold |
5,960
| – | – | 0.02% | 508 |
|
|
2019
Q2 | $260K | Buy |
5,960
+100
| +2% | +$4.36K | 0.02% | 518 |
|
|
2019
Q1 | $239K | Hold |
5,860
| – | – | 0.01% | 548 |
|
|
2018
Q4 | $215K | Sell |
5,860
-936
| -14% | -$34.3K | 0.01% | 535 |
|
|
2018
Q3 | $242K | Buy |
+6,796
| New | +$242K | 0.01% | 586 |
|