WBI Investments’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,813
| Closed | -$361K | – | 318 |
|
|
2017
Q3 | $361K | Sell |
10,813
-137,825
| -93% | -$4.6M | 0.02% | 261 |
|
|
2017
Q2 | $4.81M | Sell |
148,638
-19,878
| -12% | -$644K | 0.21% | 90 |
|
|
2017
Q1 | $5.61M | Sell |
168,516
-8,966
| -5% | -$299K | 0.25% | 80 |
|
|
2016
Q4 | $5.87M | Buy |
+177,482
| New | +$5.87M | 0.25% | 71 |
|