Seven Post Investment Office’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,769
| Closed | -$481K | – | 42 |
|
|
2024
Q3 | $481K | Hold |
20,769
| – | – | 0.07% | 42 |
|
|
2024
Q2 | $431K | Hold |
20,769
| – | – | 0.08% | 43 |
|
|
2024
Q1 | $456K | Hold |
20,769
| – | – | 0.11% | 40 |
|
|
2023
Q4 | $475K | Hold |
20,769
| – | – | 0.12% | 42 |
|
|
2023
Q3 | $375K | Hold |
20,769
| – | – | 0.1% | 43 |
|
|
2023
Q2 | $374K | Hold |
20,769
| – | – | 0.11% | 43 |
|
|
2023
Q1 | $428K | Hold |
20,769
| – | – | 0.15% | 37 |
|
|
2022
Q4 | $541K | Buy |
+20,769
| New | +$541K | 0.19% | 33 |
|