Regency Capital Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,140
| Closed | -$128K | – | 62 |
|
|
2022
Q2 | $128K | Sell |
3,140
-10
| -0.3% | -$408 | 0.14% | 39 |
|
|
2022
Q1 | $133K | Buy |
3,150
+20
| +0.6% | +$844 | 0.1% | 58 |
|
|
2021
Q4 | $130K | Hold |
3,130
| – | – | 0.08% | 64 |
|
|
2021
Q3 | $128K | Hold |
3,130
| – | – | 0.09% | 69 |
|
|
2021
Q2 | $132K | Buy |
3,130
+100
| +3% | +$4.22K | 0.1% | 72 |
|
|
2021
Q1 | $135K | Buy |
+3,030
| New | +$135K | 0.14% | 78 |
|