Sowell Financial Services’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
Q3 | – | Sell |
-10,941
| Closed | -$396K | – | 544 |
|
|
2023
Q2 | $396K | Hold |
10,941
| – | – | 0.02% | 486 |
|
|
2023
Q1 | $420K | Sell |
10,941
-17
| -0.2% | -$653 | 0.03% | 477 |
|
|
2022
Q4 | $459K | Hold |
10,958
| – | – | 0.03% | 439 |
|
|
2022
Q3 | $380K | Hold |
10,958
| – | – | 0.04% | 348 |
|
|
2022
Q2 | $448K | Hold |
10,958
| – | – | 0.04% | 231 |
|
|
2022
Q1 | $459K | Hold |
10,958
| – | – | 0.08% | 141 |
|
|
2021
Q4 | $455K | Hold |
10,958
| – | – | 0.03% | 445 |
|
|
2021
Q3 | $447K | Hold |
10,958
| – | – | 0.03% | 408 |
|
|
2021
Q2 | $463K | Sell |
10,958
-268
| -2% | -$11.3K | 0.03% | 428 |
|
|
2021
Q1 | $488K | Hold |
11,226
| – | – | 0.02% | 647 |
|
|
2020
Q4 | $397K | Sell |
11,226
-124
| -1% | -$4.39K | 0.02% | 597 |
|
|
2020
Q3 | $377K | Buy |
11,350
+1
| +0% | +$33 | 0.02% | 538 |
|
|
2020
Q2 | $409K | Buy |
11,349
+155
| +1% | +$5.59K | 0.02% | 507 |
|
|
2020
Q1 | $482K | Buy |
11,194
+88
| +0.8% | +$3.79K | 0.04% | 408 |
|
|
2019
Q4 | $520K | Buy |
11,106
+117
| +1% | +$5.48K | 0.04% | 440 |
|
|
2019
Q3 | $501K | Buy |
+10,989
| New | +$501K | 0.04% | 415 |
|
|
2019
Q1 | $442K | Buy |
+10,832
| New | +$442K | 0.05% | 362 |
|
|
2018
Q4 | – | Sell |
-11,075
| Closed | -$394K | – | 490 |
|
|
2018
Q3 | $394K | Buy |
+11,075
| New | +$394K | 0.06% | 235 |
|