Symmetry Partners’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,697
| Closed | -$205K | – | 585 |
|
|
2020
Q2 | $205K | Buy |
+5,697
| New | +$205K | 0.03% | 287 |
|
|
2020
Q1 | – | Sell |
-4,450
| Closed | -$209K | – | 315 |
|
|
2019
Q4 | $209K | Hold |
4,450
| – | – | 0.04% | 315 |
|
|
2019
Q3 | $203K | Buy |
+4,450
| New | +$203K | 0.04% | 324 |
|
|
2019
Q2 | – | Sell |
-4,450
| Closed | -$181K | – | 368 |
|
|
2019
Q1 | $181K | Buy |
+4,450
| New | +$181K | 0.03% | 322 |
|