WFG Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-913
| Closed | -$23K | – | 1993 |
|
|
2014
Q1 | $23K | Buy |
913
+11
| +1% | +$277 | ﹤0.01% | 1195 |
|
|
2013
Q4 | $23K | Buy |
902
+11
| +1% | +$280 | ﹤0.01% | 1294 |
|
|
2013
Q3 | $22K | Buy |
891
+11
| +1% | +$272 | ﹤0.01% | 1237 |
|
|
2013
Q2 | $22K | Buy |
+880
| New | +$22K | ﹤0.01% | 1178 |
|