Wealthspire Advisors (Maryland)’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-294
| Closed | -$12K | – | 1126 |
|
|
2019
Q1 | $12K | Sell |
294
-28
| -9% | -$1.14K | ﹤0.01% | 1458 |
|
|
2018
Q4 | $12K | Buy |
322
+120
| +59% | +$4.47K | ﹤0.01% | 1398 |
|
|
2018
Q3 | $7K | Buy |
202
+1
| +0.5% | +$35 | ﹤0.01% | 1657 |
|
|
2018
Q2 | $7K | Buy |
201
+32
| +19% | +$1.11K | ﹤0.01% | 1662 |
|
|
2018
Q1 | $6K | Sell |
169
-47
| -22% | -$1.67K | ﹤0.01% | 1733 |
|
|
2017
Q4 | $8K | Buy |
216
+8
| +4% | +$296 | ﹤0.01% | 1673 |
|
|
2017
Q3 | $7K | Buy |
208
+144
| +225% | +$4.85K | ﹤0.01% | 1683 |
|
|
2017
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 1986 |
|
|
2017
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1690 |
|