Selective Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$17K | – | 368 |
|
|
2022
Q3 | $17K | Hold |
500
| – | – | 0.01% | 446 |
|
|
2022
Q2 | $20K | Hold |
500
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $21K | Hold |
500
| – | – | 0.01% | 434 |
|
|
2021
Q4 | $21K | Hold |
500
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $20K | Buy |
+500
| New | +$20K | 0.01% | 359 |
|