Sutton Wealth Advisors’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
Q1 | – | Sell |
-7
| Closed | -$293 | – | 1128 |
|
|
2022
Q4 | $293 | Buy |
+7
| New | +$293 | ﹤0.01% | 1566 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$654 | – | 1683 |
|
|
2022
Q2 | $654 | Hold |
16
| – | – | ﹤0.01% | 1398 |
|
|
2022
Q1 | $677 | Hold |
16
| – | – | ﹤0.01% | 1435 |
|
|
2021
Q4 | $664 | Buy |
+16
| New | +$664 | ﹤0.01% | 1437 |
|
|
2020
Q2 | – | Sell |
-81
| Closed | -$3.49K | – | 1244 |
|
|
2020
Q1 | $3.49K | Buy |
+81
| New | +$3.49K | ﹤0.01% | 933 |
|
|
2018
Q3 | – | Sell |
-827
| Closed | -$28.4K | – | 1143 |
|
|
2018
Q2 | $28.4K | Hold |
827
| – | – | 0.02% | 456 |
|
|
2018
Q1 | $28.4K | Hold |
827
| – | – | 0.02% | 435 |
|
|
2017
Q4 | $29.9K | Hold |
827
| – | – | 0.02% | 412 |
|
|
2017
Q3 | $27.6K | Hold |
827
| – | – | 0.02% | 432 |
|
|
2017
Q2 | $26.8K | Hold |
827
| – | – | 0.02% | 434 |
|
|
2017
Q1 | $27.5K | Hold |
827
| – | – | 0.02% | 394 |
|
|
2016
Q4 | $27.3K | Hold |
827
| – | – | 0.02% | 395 |
|
|
2016
Q3 | $24.7K | Hold |
827
| – | – | 0.02% | 403 |
|
|
2016
Q2 | $27.1K | Hold |
827
| – | – | 0.03% | 364 |
|
|
2016
Q1 | $26.8K | Buy |
+827
| New | +$26.8K | 0.03% | 360 |
|