WCBA
Weaver C. Barksdale & Associates’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $14K | Sell |
378
-4
| -1% | -$148 | 0.01% | 214 |
|
|
2017
Q3 | $13K | Hold |
382
| – | – | 0.01% | 215 |
|
|
2017
Q2 | $12K | Buy |
382
+5
| +1% | +$157 | 0.01% | 229 |
|
|
2017
Q1 | $13K | Sell |
377
-36
| -9% | -$1.24K | 0.02% | 221 |
|
|
2016
Q4 | $14K | Buy |
413
+20
| +5% | +$678 | 0.02% | 206 |
|
|
2016
Q3 | $12K | Buy |
393
+56
| +17% | +$1.71K | 0.02% | 219 |
|
|
2016
Q2 | $11K | Hold |
337
| – | – | 0.02% | 213 |
|
|
2016
Q1 | $11K | Sell |
337
-69
| -17% | -$2.25K | 0.01% | 246 |
|
|
2015
Q4 | $12K | Sell |
406
-45
| -10% | -$1.33K | 0.01% | 220 |
|
|
2015
Q3 | $13K | Sell |
451
-6
| -1% | -$173 | 0.01% | 205 |
|
|
2015
Q2 | $14K | Buy |
457
+21
| +5% | +$643 | 0.01% | 209 |
|
|
2015
Q1 | $14K | Buy |
436
+26
| +6% | +$835 | 0.01% | 211 |
|
|
2014
Q4 | $14K | Sell |
410
-158
| -28% | -$5.4K | 0.01% | 204 |
|
|
2014
Q3 | $15K | Buy |
568
+6
| +1% | +$158 | 0.01% | 196 |
|
|
2014
Q2 | $14K | Buy |
562
+10
| +2% | +$249 | 0.01% | 212 |
|
|
2014
Q1 | $14K | Buy |
552
+25
| +5% | +$634 | 0.01% | 207 |
|
|
2013
Q4 | $14K | Hold |
527
| – | – | 0.01% | 220 |
|
|
2013
Q3 | $13K | Sell |
527
-29
| -5% | -$715 | 0.01% | 228 |
|
|
2013
Q2 | $14K | Buy |
+556
| New | +$14K | 0.01% | 218 |
|