TCI Wealth Advisors’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-239
| Closed | -$4.93K | – | 917 |
|
|
2023
Q1 | $4.93K | Sell |
239
-2
| -0.8% | -$41 | ﹤0.01% | 1539 |
|
|
2022
Q4 | $6.28K | Hold |
241
| – | – | ﹤0.01% | 1378 |
|
|
2022
Q3 | $6K | Buy |
241
+9
| +4% | +$224 | ﹤0.01% | 1333 |
|
|
2022
Q2 | $5K | Hold |
232
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q1 | $6K | Sell |
232
-60
| -21% | -$1.55K | ﹤0.01% | 1414 |
|
|
2021
Q4 | $8K | Hold |
292
| – | – | ﹤0.01% | 1324 |
|
|
2021
Q3 | $9K | Hold |
292
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q2 | $8K | Hold |
292
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q1 | $8K | Hold |
292
| – | – | ﹤0.01% | 957 |
|
|
2020
Q4 | $7K | Sell |
292
-124
| -30% | -$2.97K | ﹤0.01% | 717 |
|
|
2020
Q3 | $6K | Buy |
+416
| New | +$6K | ﹤0.01% | 689 |
|
|
2020
Q2 | – | Sell |
-171
| Closed | -$3K | – | 1507 |
|
|
2020
Q1 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 851 |
|
|
2018
Q1 | – | Sell |
-105
| Closed | -$3K | – | 1374 |
|
|
2017
Q4 | $3K | Hold |
105
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 838 |
|
|
2017
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 870 |
|
|
2017
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 837 |
|
|
2016
Q4 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 817 |
|