Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,750
| Closed | -$516K | – | 288 |
|
|
2016
Q2 | $516K | Hold |
15,750
| – | – | 0.36% | 87 |
|
|
2016
Q1 | $510K | Buy |
+15,750
| New | +$510K | 0.33% | 85 |
|
|
2015
Q1 | – | Sell |
-44,750
| Closed | -$1.5M | – | 508 |
|
|
2014
Q4 | $1.5M | Buy |
+44,750
| New | +$1.5M | 0.3% | 108 |
|
|
2013
Q4 | $1.17M | Hold |
44,900
| – | – | 0.1% | 269 |
|
|
2013
Q3 | $1.13M | Hold |
44,900
| – | – | 0.09% | 303 |
|
|
2013
Q2 | $1.14M | Buy |
+44,900
| New | +$1.14M | 0.1% | 305 |
|