AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,429
| Closed | -$421K | – | 1503 |
|
|
2023
Q4 | $421K | Sell |
30,429
-62,990
| -67% | -$872K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $1.15M | Buy |
93,419
+1,337
| +1% | +$16.5K | 0.01% | 1040 |
|
|
2023
Q2 | $3.33M | Buy |
92,082
+80,314
| +682% | +$2.91M | 0.02% | 672 |
|
|
2023
Q1 | $452K | Buy |
11,768
+156
| +1% | +$5.99K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $486K | Buy |
11,612
+438
| +4% | +$18.3K | ﹤0.01% | 1325 |
|
|
2022
Q3 | $387K | Buy |
11,174
+52
| +0.5% | +$1.8K | ﹤0.01% | 1368 |
|
|
2022
Q2 | $455K | Buy |
11,122
+508
| +5% | +$20.8K | ﹤0.01% | 1242 |
|
|
2022
Q1 | $449K | Buy |
10,614
+48
| +0.5% | +$2.03K | ﹤0.01% | 1265 |
|
|
2021
Q4 | $438K | Buy |
10,566
+262
| +3% | +$10.9K | ﹤0.01% | 1295 |
|
|
2021
Q3 | $421K | Buy |
10,304
+302
| +3% | +$12.3K | ﹤0.01% | 1237 |
|
|
2021
Q2 | $423K | Sell |
10,002
-303
| -3% | -$12.8K | ﹤0.01% | 1206 |
|
|
2021
Q1 | $458K | Buy |
10,305
+1,350
| +15% | +$60K | ﹤0.01% | 1060 |
|
|
2020
Q4 | $317K | Buy |
8,955
+414
| +5% | +$14.7K | ﹤0.01% | 1119 |
|
|
2020
Q3 | $284K | Buy |
8,541
+5
| +0.1% | +$166 | ﹤0.01% | 1056 |
|
|
2020
Q2 | $308K | Buy |
8,536
+1,387
| +19% | +$50K | ﹤0.01% | 1008 |
|
|
2020
Q1 | $308K | Buy |
7,149
+2,188
| +44% | +$94.3K | 0.01% | 865 |
|
|
2019
Q4 | $232K | Buy |
4,961
+502
| +11% | +$23.5K | 0.01% | 1015 |
|
|
2019
Q3 | $203K | Sell |
4,459
-197
| -4% | -$8.97K | 0.01% | 917 |
|
|
2019
Q2 | $203K | Buy |
+4,656
| New | +$203K | 0.01% | 896 |
|