TD Private Client Wealth’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
Q4 | – | Sell |
-10
| Closed | -$408 | – | 1208 |
|
2021
Q3 | $408 | Hold |
10
| – | – | ﹤0.01% | 1186 |
|
2021
Q2 | $423 | Hold |
10
| – | – | ﹤0.01% | 1195 |
|
2021
Q1 | $444 | Hold |
10
| – | – | ﹤0.01% | 1133 |
|
2020
Q4 | $354 | Sell |
10
-82
| -89% | -$2.9K | ﹤0.01% | 1109 |
|
2020
Q3 | $3.06K | Hold |
92
| – | – | ﹤0.01% | 882 |
|
2020
Q2 | $3.32K | Sell |
92
-121
| -57% | -$4.36K | ﹤0.01% | 869 |
|
2020
Q1 | $9.17K | Buy |
213
+121
| +132% | +$5.21K | ﹤0.01% | 765 |
|
2019
Q4 | $4.31K | Buy |
+92
| New | +$4.31K | ﹤0.01% | 826 |
|