Rehmann Capital Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-6,867
| Closed | -$238K | – | 566 |
|
2022
Q3 | $238K | Buy |
+6,867
| New | +$238K | 0.03% | 441 |
|
2019
Q3 | $45.8K | Buy |
1,005
+1
| +0.1% | +$46 | 0.01% | 641 |
|
2019
Q2 | $43.7K | Buy |
1,004
+1
| +0.1% | +$44 | 0.01% | 882 |
|
2019
Q1 | $40.9K | Sell |
1,003
-581
| -37% | -$23.7K | 0.01% | 889 |
|
2018
Q4 | $58K | Hold |
1,584
| – | – | 0.01% | 547 |
|
2018
Q3 | $56.4K | Sell |
1,584
-36
| -2% | -$1.28K | 0.01% | 753 |
|
2018
Q2 | $55.6K | Sell |
1,620
-96
| -6% | -$3.29K | 0.01% | 738 |
|
2018
Q1 | $59K | Buy |
+1,716
| New | +$59K | 0.01% | 697 |
|