Valley Wealth Managers’s Bank of Hawaii BOH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,120
| Closed | -$1.7M | – | 211 |
|
|
2016
Q4 | $1.7M | Sell |
19,120
-1,130
| -6% | -$100K | 0.24% | 67 |
|
|
2016
Q3 | $1.47M | Buy |
20,250
+1,245
| +7% | +$90.4K | 0.22% | 71 |
|
|
2016
Q2 | $1.31M | Buy |
19,005
+3,160
| +20% | +$217K | 0.2% | 76 |
|
|
2016
Q1 | $1.08M | Sell |
15,845
-535
| -3% | -$36.5K | 0.18% | 72 |
|
|
2015
Q4 | $1.03M | Sell |
16,380
-140
| -0.8% | -$8.8K | 0.18% | 71 |
|
|
2015
Q3 | $1.05M | Sell |
16,520
-1,190
| -7% | -$75.6K | 0.19% | 66 |
|
|
2015
Q2 | $1.18M | Sell |
17,710
-1,615
| -8% | -$108K | 0.21% | 63 |
|
|
2015
Q1 | $1.18M | Buy |
19,325
+205
| +1% | +$12.5K | 0.2% | 70 |
|
|
2014
Q4 | $1.13M | Buy |
19,120
+1,790
| +10% | +$106K | 0.2% | 73 |
|
|
2014
Q3 | $985K | Buy |
17,330
+85
| +0.5% | +$4.83K | 0.19% | 74 |
|
|
2014
Q2 | $1.01M | Buy |
17,245
+3,545
| +26% | +$208K | 0.19% | 64 |
|
|
2014
Q1 | $830K | Buy |
13,700
+925
| +7% | +$56K | 0.17% | 70 |
|
|
2013
Q4 | $756K | Sell |
12,775
-75
| -0.6% | -$4.44K | 0.16% | 68 |
|
|
2013
Q3 | $700K | Buy |
12,850
+50
| +0.4% | +$2.72K | 0.15% | 63 |
|
|
2013
Q2 | $644K | Buy |
+12,800
| New | +$644K | 0.15% | 68 |
|