Valeo Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,500
| Closed | -$113K | – | 700 |
|
|
2024
Q2 | $113K | Sell |
12,500
-4,500
| -26% | -$40.6K | ﹤0.01% | 629 |
|
|
2024
Q1 | $185K | Buy |
17,000
+5,530
| +48% | +$60.2K | 0.01% | 610 |
|
|
2023
Q4 | $163K | Buy |
+11,470
| New | +$163K | 0.01% | 600 |
|
|
2021
Q2 | – | Sell |
-6
| Closed | – | – | 990 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1991 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1699 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1749 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1999 |
|
|
2020
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1790 |
|