Personal Wealth Partners’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
Q3 | – | Sell |
-1,096
| Closed | -$46K | – | 206 |
|
|
2021
Q2 | $46K | Buy |
+1,096
| New | +$46K | 0.02% | 156 |
|
|
2020
Q1 | – | Sell |
-1,096
| Closed | -$51K | – | 282 |
|
|
2019
Q4 | $51K | Hold |
1,096
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $50K | Hold |
1,096
| – | – | 0.02% | 144 |
|
|
2019
Q2 | $48K | Buy |
+1,096
| New | +$48K | 0.02% | 131 |
|