TCI Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-29
| Closed | -$1.11K | – | 1058 |
|
|
2023
Q1 | $1.11K | Sell |
29
-1
| -3% | -$41 | ﹤0.01% | 2091 |
|
|
2022
Q4 | $1.26K | Hold |
30
| – | – | ﹤0.01% | 2078 |
|
|
2022
Q3 | $1K | Buy |
30
+16
| +114% | +$644 | ﹤0.01% | 2092 |
|
|
2022
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2143 |
|
|
2022
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2106 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 2200 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 2269 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 2215 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q4 | $0 | Sell |
14
-122
| -90% | -$4.32K | ﹤0.01% | 1585 |
|
|
2020
Q3 | $5K | Sell |
136
-342
| -72% | -$12K | ﹤0.01% | 770 |
|
|
2020
Q2 | $17K | Sell |
478
-80
| -14% | -$3.1K | 0.01% | 478 |
|
|
2020
Q1 | $24K | Hold |
558
| – | – | 0.01% | 428 |
|
|
2019
Q4 | $26K | Hold |
558
| – | – | 0.01% | 503 |
|
|
2019
Q3 | $25K | Hold |
558
| – | – | 0.01% | 445 |
|
|
2019
Q2 | $24K | Sell |
558
-424
| -43% | -$17.8K | 0.01% | 438 |
|
|
2019
Q1 | $40K | Hold |
982
| – | – | 0.02% | 377 |
|
|
2018
Q4 | $36K | Buy |
982
+842
| +601% | +$31.2K | 0.02% | 369 |
|
|
2018
Q3 | $5K | Buy |
140
+22
| +19% | +$774 | ﹤0.01% | 789 |
|
|
2018
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 847 |
|
|
2018
Q1 | $4K | Hold |
118
| – | – | ﹤0.01% | 782 |
|
|
2017
Q4 | $4K | Hold |
118
| – | – | ﹤0.01% | 835 |
|
|
2017
Q3 | $4K | Buy |
118
+103
| +687% | +$3.41K | ﹤0.01% | 780 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q4 | $0 | Sell |
15
-122
| -89% | -$3.72K | ﹤0.01% | 1400 |
|
|
2016
Q3 | $4K | Hold |
137
| – | – | ﹤0.01% | 777 |
|
|
2016
Q2 | $4K | Hold |
137
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $4K | Buy |
137
+84
| +158% | +$2.52K | ﹤0.01% | 767 |
|
|
2015
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 866 |
|
|
2015
Q3 | $2K | Sell |
53
-9
| -15% | -$264 | ﹤0.01% | 791 |
|
|
2015
Q2 | $2K | Buy |
62
+9
| +17% | +$280 | ﹤0.01% | 797 |
|
|
2015
Q1 | $2K | Sell |
53
-500
| -90% | -$16.7K | ﹤0.01% | 731 |
|
|
2014
Q4 | $19K | Buy |
553
+53
| +11% | +$1.54K | 0.01% | 360 |
|
|
2014
Q3 | $13K | Hold |
500
| – | – | 0.01% | 401 |
|
|
2014
Q2 | $13K | Buy |
+500
| New | +$12.2K | 0.01% | 423 |
|
Other funds holding HE
