Prospera Financial Services’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-6,100
| Closed | -$200K | – | 402 |
|
|
2016
Q2 | $200K | Buy |
+6,100
| New | +$200K | 0.04% | 324 |
|
|
2015
Q2 | – | Sell |
-7,250
| Closed | -$233K | – | 315 |
|
|
2015
Q1 | $233K | Sell |
7,250
-3,950
| -35% | -$127K | 0.05% | 260 |
|
|
2014
Q4 | $375K | Sell |
11,200
-1,500
| -12% | -$50.2K | 0.09% | 180 |
|
|
2014
Q3 | $337K | Buy |
+12,700
| New | +$337K | 0.09% | 179 |
|