Vaughan David Investments’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,694
| Closed | -$220K | – | 179 |
|
|
2019
Q4 | $220K | Hold |
4,694
| – | – | 0.01% | 176 |
|
|
2019
Q3 | $214K | Buy |
4,694
+94
| +2% | +$4.29K | 0.01% | 177 |
|
|
2019
Q2 | $200K | Buy |
+4,600
| New | +$200K | 0.01% | 181 |
|
|
2015
Q1 | – | Sell |
-6,000
| Closed | -$201K | – | 160 |
|
|
2014
Q4 | $201K | Buy |
+6,000
| New | +$201K | 0.01% | 151 |
|