Perigon Wealth Management’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
Q1 | – | Sell |
-1,455
| Closed | -$51K | – | 718 |
|
|
2020
Q4 | $51K | Buy |
+1,455
| New | +$51K | 0.01% | 733 |
|
|
2018
Q2 | – | Sell |
-1,314
| Closed | -$45K | – | 400 |
|
|
2018
Q1 | $45K | Hold |
1,314
| – | – | 0.02% | 327 |
|
|
2017
Q4 | $48K | Hold |
1,314
| – | – | 0.02% | 291 |
|
|
2017
Q3 | $44K | Buy |
+1,314
| New | +$44K | 0.01% | 355 |
|