RBO & Co’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-19,414
| Closed | -$492K | – | 51 |
|
|
2014
Q2 | $492K | Buy |
19,414
+1,677
| +9% | +$42.5K | 0.17% | 53 |
|
|
2014
Q1 | $451K | Hold |
17,737
| – | – | 0.17% | 51 |
|
|
2013
Q4 | $462K | Hold |
17,737
| – | – | 0.18% | 50 |
|
|
2013
Q3 | $445K | Buy |
17,737
+2,787
| +19% | +$69.9K | 0.19% | 51 |
|
|
2013
Q2 | $378K | Buy |
+14,950
| New | +$378K | 0.17% | 51 |
|