SeaCrest Wealth Management’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
Q3 | – | Sell |
-1,398
| Closed | -$57K | – | 991 |
|
|
2022
Q2 | $57K | Buy |
+1,398
| New | +$57K | 0.01% | 1058 |
|
|
2019
Q2 | – | Sell |
-900
| Closed | -$37K | – | 1073 |
|
|
2019
Q1 | $37K | Hold |
900
| – | – | 0.01% | 1048 |
|
|
2018
Q4 | $33K | Hold |
900
| – | – | 0.01% | 1039 |
|
|
2018
Q3 | $32K | Hold |
900
| – | – | 0.01% | 1185 |
|
|
2018
Q2 | $31K | Hold |
900
| – | – | 0.01% | 1177 |
|
|
2018
Q1 | $31K | Hold |
900
| – | – | 0.01% | 1157 |
|
|
2017
Q4 | $33K | Buy |
+900
| New | +$33K | 0.01% | 1135 |
|