Piedmont Investment Advisors’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
Q2 | – | Sell |
-8,175
| Closed | -$352K | – | 300 |
|
|
2020
Q1 | $352K | Hold |
8,175
| – | – | 0.01% | 536 |
|
|
2019
Q4 | $383K | Sell |
8,175
-1,569
| -16% | -$73.5K | 0.01% | 641 |
|
|
2019
Q3 | $444K | Sell |
9,744
-769
| -7% | -$35K | 0.02% | 571 |
|
|
2019
Q2 | $458K | Buy |
+10,513
| New | +$458K | 0.02% | 583 |
|
|
2018
Q3 | – | Sell |
-42
| Closed | -$1K | – | 1575 |
|
|
2018
Q2 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2760 |
|