Regal Wealth 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
Q2 | – | Sell |
-1,875
| Closed | -$83K | – | 137 |
|
|
2021
Q1 | $83K | Buy |
1,875
+17
| +0.9% | +$753 | 0.05% | 70 |
|
|
2020
Q4 | $66K | Buy |
1,858
+16
| +0.9% | +$568 | 0.04% | 79 |
|
|
2020
Q3 | $61K | Buy |
1,842
+19
| +1% | +$629 | 0.05% | 74 |
|
|
2020
Q2 | $66K | Buy |
1,823
+773
| +74% | +$28K | 0.05% | 70 |
|
|
2020
Q1 | $45K | Buy |
1,050
+7
| +0.7% | +$300 | 0.04% | 76 |
|
|
2019
Q4 | $49K | Buy |
1,043
+8
| +0.8% | +$376 | 0.03% | 84 |
|
|
2019
Q3 | $47K | Buy |
1,035
+7
| +0.7% | +$318 | 0.03% | 78 |
|
|
2019
Q2 | $45K | Buy |
1,028
+8
| +0.8% | +$350 | 0.03% | 78 |
|
|
2019
Q1 | $42K | Buy |
1,020
+8
| +0.8% | +$329 | 0.03% | 80 |
|
|
2018
Q4 | $37K | Buy |
1,012
+8
| +0.8% | +$292 | 0.03% | 77 |
|
|
2018
Q3 | $36K | Buy |
1,004
+8
| +0.8% | +$287 | 0.02% | 81 |
|
|
2018
Q2 | $34K | Buy |
996
+10
| +1% | +$341 | 0.04% | 86 |
|
|
2018
Q1 | $34K | Buy |
986
+9
| +0.9% | +$310 | 0.03% | 84 |
|
|
2017
Q4 | $35K | Buy |
977
+8
| +0.8% | +$287 | 0.02% | 83 |
|
|
2017
Q3 | $32K | Buy |
969
+9
| +0.9% | +$297 | 0.02% | 82 |
|
|
2017
Q2 | $31K | Buy |
960
+8
| +0.8% | +$258 | 0.02% | 81 |
|
|
2017
Q1 | $32K | Buy |
952
+9
| +1% | +$303 | 0.02% | 78 |
|
|
2016
Q4 | $31K | Buy |
943
+9
| +1% | +$296 | 0.03% | 77 |
|
|
2016
Q3 | $28K | Buy |
934
+10
| +1% | +$300 | 0.03% | 82 |
|
|
2016
Q2 | $30K | Buy |
924
+8
| +0.9% | +$260 | 0.03% | 75 |
|
|
2016
Q1 | $30K | Buy |
916
+9
| +1% | +$295 | 0.03% | 74 |
|
|
2015
Q4 | $26K | Buy |
+907
| New | +$26K | 0.03% | 81 |
|