Ameritas Advisory Services’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 | $47.3K | Buy |
+4,454
| New | +$47.3K | ﹤0.01% | 1336 |
|
|
2023
Q2 | – | Sell |
-7,797
| Closed | -$303K | – | 1406 |
|
|
2023
Q1 | $303K | Sell |
7,797
-6,602
| -46% | -$257K | 0.02% | 640 |
|
|
2022
Q4 | $603K | Buy |
14,399
+4,090
| +40% | +$171K | 0.03% | 484 |
|
|
2022
Q3 | $357K | Sell |
10,309
-191
| -2% | -$6.61K | 0.02% | 527 |
|
|
2022
Q2 | $429K | Hold |
10,500
| – | – | 0.02% | 499 |
|
|
2022
Q1 | $444K | Buy |
10,500
+200
| +2% | +$8.46K | 0.02% | 534 |
|
|
2021
Q4 | $427K | Buy |
+10,300
| New | +$427K | 0.02% | 539 |
|