Schubert & Co’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18
| Closed | -$692 | – | 672 |
|
|
2023
Q1 | $692 | Buy |
18
+1
| +6% | +$38 | ﹤0.01% | 1327 |
|
|
2022
Q4 | $711 | Sell |
17
-4
| -19% | -$167 | ﹤0.01% | 1295 |
|
|
2022
Q3 | $1K | Sell |
21
-5
| -19% | -$238 | ﹤0.01% | 1113 |
|
|
2022
Q2 | $1K | Buy |
26
+10
| +63% | +$385 | ﹤0.01% | 1116 |
|
|
2022
Q1 | $1K | Buy |
16
+4
| +33% | +$250 | ﹤0.01% | 718 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1121 |
|