Zacks Investment Management’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-128,777	Closed	-$4.28M	–	545
2020 Q3	$4.28M	Buy	128,777 +6,702	+5%	+$235K	0.09%	155
2020 Q2	$4.4M	Sell	122,075 -4,539	-4%	-$176K	0.1%	142
2020 Q1	$5.45M	Sell	126,614 -4,247	-3%	-$196K	0.13%	129
2019 Q4	$6.13M	Sell	130,861 -574	-0.4%	-$25.7K	0.11%	137
2019 Q3	$6M	Buy	131,435 +1,251	+1%	+$55.6K	0.12%	134
2019 Q2	$5.67M	Sell	130,184 -66	-0.1%	-$2.77K	0.12%	140
2019 Q1	$5.31M	Sell	130,250 -259	-0.2%	-$9.84K	0.11%	144
2018 Q4	$4.78M	Sell	130,509 -1,489	-1%	-$55.2K	0.12%	138
2018 Q3	$4.7M	Buy	131,998 +1,531	+1%	+$53.9K	0.1%	160
2018 Q2	$4.47M	Sell	130,467 -1,749	-1%	-$59.4K	0.1%	163
2018 Q1	$4.55M	Buy	132,216 +3,399	+3%	+$115K	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	+$305K	0.01%	472