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 |
|