Sargent Bickham Lagudis’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 | $6.62K | Sell |
158
-65
| -29% | -$2.72K | ﹤0.01% | 774 |
|
|
2022
Q3 | $8K | Buy |
223
+2
| +0.9% | +$72 | ﹤0.01% | 721 |
|
|
2022
Q2 | $9K | Sell |
221
-133
| -38% | -$5.42K | ﹤0.01% | 710 |
|
|
2022
Q1 | $15K | Buy |
354
+1
| +0.3% | +$42 | ﹤0.01% | 649 |
|
|
2021
Q4 | $15K | Sell |
353
-122
| -26% | -$5.18K | ﹤0.01% | 646 |
|
|
2021
Q3 | $19K | Buy |
475
+3
| +0.6% | +$120 | ﹤0.01% | 609 |
|
|
2021
Q2 | $20K | Buy |
472
+2
| +0.4% | +$85 | ﹤0.01% | 606 |
|
|
2021
Q1 | $21K | Buy |
470
+2
| +0.4% | +$89 | ﹤0.01% | 577 |
|
|
2020
Q4 | $17K | Buy |
468
+2
| +0.4% | +$73 | ﹤0.01% | 576 |
|
|
2020
Q3 | $15K | Buy |
466
+3
| +0.6% | +$97 | ﹤0.01% | 534 |
|
|
2020
Q2 | $17K | Buy |
463
+2
| +0.4% | +$73 | ﹤0.01% | 513 |
|
|
2020
Q1 | $20K | Buy |
461
+2
| +0.4% | +$87 | ﹤0.01% | 469 |
|
|
2019
Q4 | $22K | Buy |
459
+2
| +0.4% | +$96 | ﹤0.01% | 508 |
|
|
2019
Q3 | $21K | Buy |
457
+202
| +79% | +$9.28K | ﹤0.01% | 470 |
|
|
2019
Q2 | $11K | Buy |
255
+2
| +0.8% | +$86 | ﹤0.01% | 578 |
|
|
2019
Q1 | $10K | Sell |
253
-198
| -44% | -$7.83K | ﹤0.01% | 613 |
|
|
2018
Q4 | $17K | Buy |
451
+2
| +0.4% | +$75 | ﹤0.01% | 512 |
|
|
2018
Q3 | $16K | Buy |
449
+202
| +82% | +$7.2K | ﹤0.01% | 536 |
|
|
2018
Q2 | $8K | Buy |
247
+2
| +0.8% | +$65 | ﹤0.01% | 614 |
|
|
2018
Q1 | $8K | Buy |
245
+2
| +0.8% | +$65 | ﹤0.01% | 617 |
|
|
2017
Q4 | $9K | Sell |
243
-295
| -55% | -$10.9K | ﹤0.01% | 623 |
|
|
2017
Q3 | $18K | Buy |
538
+5
| +0.9% | +$167 | ﹤0.01% | 511 |
|
|
2017
Q2 | $17K | Buy |
533
+5
| +0.9% | +$159 | ﹤0.01% | 498 |
|
|
2017
Q1 | $18K | Buy |
528
+5
| +1% | +$170 | ﹤0.01% | 496 |
|
|
2016
Q4 | $17K | Sell |
523
-169
| -24% | -$5.49K | ﹤0.01% | 485 |
|
|
2016
Q3 | $21 | Buy |
692
+8
| +1% | – | ﹤0.01% | 472 |
|
|
2016
Q2 | $22K | Sell |
684
-25
| -4% | -$804 | ﹤0.01% | 448 |
|
|
2016
Q1 | $23K | Buy |
+709
| New | +$23K | ﹤0.01% | 465 |
|