Tarbox Family Office’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-47
| Closed | -$2K | – | 1159 |
|
|
2020
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 776 |
|
|
2020
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 800 |
|
|
2019
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 733 |
|
|
2019
Q2 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 738 |
|
|
2014
Q3 | – | Sell |
-37
| Closed | – | – | 560 |
|
|
2014
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 489 |
|
|
2014
Q1 | $0 | Buy |
37
+7
| +23% | – | ﹤0.01% | 512 |
|
|
2013
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 509 |
|