Zacks Investment Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-128,777
| Closed | -$4.28M | – | 545 |
|
|
2020
Q3 | $4.28M | Buy |
128,777
+6,702
| +5% | +$223K | 0.09% | 155 |
|
|
2020
Q2 | $4.4M | Sell |
122,075
-4,539
| -4% | -$164K | 0.1% | 142 |
|
|
2020
Q1 | $5.45M | Sell |
126,614
-4,247
| -3% | -$183K | 0.13% | 129 |
|
|
2019
Q4 | $6.13M | Sell |
130,861
-574
| -0.4% | -$26.9K | 0.11% | 137 |
|
|
2019
Q3 | $6M | Buy |
131,435
+1,251
| +1% | +$57.1K | 0.12% | 134 |
|
|
2019
Q2 | $5.67M | Sell |
130,184
-66
| -0.1% | -$2.88K | 0.12% | 140 |
|
|
2019
Q1 | $5.31M | Sell |
130,250
-259
| -0.2% | -$10.6K | 0.11% | 144 |
|
|
2018
Q4 | $4.78M | Sell |
130,509
-1,489
| -1% | -$54.5K | 0.12% | 138 |
|
|
2018
Q3 | $4.7M | Buy |
131,998
+1,531
| +1% | +$54.5K | 0.1% | 160 |
|
|
2018
Q2 | $4.48M | Sell |
130,467
-1,749
| -1% | -$60K | 0.1% | 163 |
|
|
2018
Q1 | $4.55M | Buy |
132,216
+3,399
| +3% | +$117K | 0.1% | 159 |
|
|
2017
Q4 | $4.66M | Buy |
+128,817
| New | +$4.66M | 0.1% | 155 |
|
|
2015
Q1 | – | Sell |
-10,487
| Closed | -$351K | – | 657 |
|
|
2014
Q4 | $351K | Buy |
+10,487
| New | +$351K | 0.01% | 472 |
|