Reilly Financial 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
2021
Q4
$101K Hold
2,426
0.01% 286
2021
Q3
$99K Hold
2,426
0.01% 265
2021
Q2
$103K Hold
2,426
0.01% 269
2021
Q1
$108K Hold
2,426
0.01% 261
2020
Q4
$86K Hold
2,426
0.01% 268
2020
Q3
$81K Hold
2,426
0.01% 248
2020
Q2
$87K Hold
2,426
0.01% 245
2020
Q1
$104K Hold
2,426
0.02% 214
2019
Q4
$114K Hold
2,426
0.01% 228
2019
Q3
$111K Hold
2,426
0.01% 235
2019
Q2
$106K Hold
2,426
0.01% 242
2019
Q1
$99K Hold
2,426
0.01% 235
2018
Q4
$89K Hold
2,426
0.01% 238
2018
Q3
$86K Hold
2,426
0.01% 263
2018
Q2
$83K Hold
2,426
0.01% 242
2018
Q1
$83K Hold
2,426
0.01% 241
2017
Q4
$88K Hold
2,426
0.01% 250
2017
Q3
$81K Hold
2,426
0.01% 243
2017
Q2
$79K Hold
2,426
0.01% 243
2017
Q1
$81K Hold
2,426
0.01% 229
2016
Q4
$80K Hold
2,426
0.01% 218
2016
Q3
$72K Buy
2,426
+500
+26% +$14.8K 0.01% 228
2016
Q2
$63K Sell
1,926
-153
-7% -$5.01K 0.01% 235
2016
Q1
$67K Buy
2,079
+153
+8% +$4.93K 0.01% 248
2015
Q4
$56K Hold
1,926
0.01% 284
2015
Q3
$55K Hold
1,926
0.01% 371
2015
Q2
$57K Sell
1,926
-900
-32% -$26.6K 0.01% 407
2015
Q1
$91K Hold
2,826
0.02% 290
2014
Q4
$95K Hold
2,826
0.02% 195
2014
Q3
$75K Hold
2,826
0.02% 208
2014
Q2
$71K Hold
2,826
0.02% 219
2014
Q1
$72K Hold
2,826
0.02% 223
2013
Q4
$74K Hold
2,826
0.02% 202
2013
Q3
$71K Hold
2,826
0.02% 174
2013
Q2
$71K Buy
+2,826
New +$71K 0.02% 166