Patriot Financial Group Insurance Agency’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
Q4 | – | Sell |
-323
| Closed | -$11K | – | 1903 |
|
|
2020
Q3 | $11K | Sell |
323
-1,359
| -81% | -$46.3K | ﹤0.01% | 1000 |
|
|
2020
Q2 | $61K | Buy |
1,682
+1,656
| +6,369% | +$60.1K | 0.02% | 468 |
|
|
2020
Q1 | $1K | Buy |
26
+4
| +18% | +$154 | ﹤0.01% | 1435 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q3 | $1K | Sell |
22
-64
| -74% | -$2.91K | ﹤0.01% | 1185 |
|
|
2019
Q2 | $4K | Sell |
86
-7
| -8% | -$326 | ﹤0.01% | 986 |
|
|
2019
Q1 | $4K | Buy |
93
+71
| +323% | +$3.05K | ﹤0.01% | 893 |
|
|
2018
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 901 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 712 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 914 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 899 |
|