Abound Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25K | Buy |
+400
| New | +$4.25K | ﹤0.01% | 615 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$968 | – | 1288 |
|
|
2024
Q3 | $968 | Hold |
100
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $902 | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $1.13K | Hold |
100
| – | – | ﹤0.01% | 764 |
|
|
2023
Q4 | $1.42K | Hold |
100
| – | – | ﹤0.01% | 708 |
|
|
2023
Q3 | $1.23K | Buy |
+100
| New | +$1.23K | ﹤0.01% | 689 |
|