San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-650
| Closed | -$30K | – | 922 |
|
|
2019
Q4 | $30K | Hold |
650
| – | – | 0.01% | 430 |
|
|
2019
Q3 | $30K | Hold |
650
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $28K | Hold |
650
| – | – | 0.01% | 433 |
|
|
2019
Q1 | $27K | Hold |
650
| – | – | 0.01% | 454 |
|
|
2018
Q4 | $24K | Hold |
650
| – | – | 0.01% | 445 |
|
|
2018
Q3 | $23K | Hold |
650
| – | – | 0.01% | 477 |
|
|
2018
Q2 | $22K | Hold |
650
| – | – | 0.01% | 476 |
|
|
2018
Q1 | $22K | Hold |
650
| – | – | 0.01% | 560 |
|
|
2017
Q4 | $23K | Hold |
650
| – | – | 0.01% | 549 |
|
|
2017
Q3 | $22K | Buy |
+650
| New | +$22K | 0.01% | 538 |
|