Private Capital Group’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 |
-1,057
| Closed | -$37K | – | 2095 |
|
|
2020
Q4 | $37K | Sell |
1,057
-65
| -6% | -$2.28K | 0.01% | 932 |
|
|
2020
Q3 | $37K | Hold |
1,122
| – | – | 0.01% | 850 |
|
|
2020
Q2 | $40K | Hold |
1,122
| – | – | 0.01% | 816 |
|
|
2020
Q1 | $48K | Hold |
1,122
| – | – | 0.01% | 654 |
|
|
2019
Q4 | $52K | Hold |
1,122
| – | – | 0.01% | 726 |
|
|
2019
Q3 | $51K | Buy |
1,122
+65
| +6% | +$2.96K | 0.01% | 765 |
|
|
2019
Q2 | $36K | Sell |
1,057
-65
| -6% | -$2.21K | 0.01% | 819 |
|
|
2019
Q1 | $46K | Hold |
1,122
| – | – | 0.01% | 813 |
|
|
2018
Q4 | $41K | Buy |
1,122
+65
| +6% | +$2.38K | 0.01% | 760 |
|
|
2018
Q3 | $37K | Hold |
1,057
| – | – | 0.01% | 841 |
|
|
2018
Q2 | $36K | Hold |
1,057
| – | – | 0.01% | 842 |
|
|
2018
Q1 | $36K | Buy |
+1,057
| New | +$36K | 0.01% | 830 |
|