Tompkins Financial’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-500
| Closed | -$18.1K | – | 602 |
|
|
2023
Q2 | $18.1K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $19.2K | Hold |
500
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 426 |
|
|
2022
Q2 | $20K | Sell |
500
-900
| -64% | -$36K | ﹤0.01% | 407 |
|
|
2022
Q1 | $59K | Hold |
1,400
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $58K | Hold |
1,400
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $57K | Buy |
+1,400
| New | +$57K | 0.01% | 217 |
|
|
2021
Q1 | $62K | Buy |
1,400
+200
| +17% | +$8.86K | 0.01% | 230 |
|
|
2020
Q4 | $42K | Buy |
+1,200
| New | +$42K | 0.01% | 257 |
|