Arden Trust’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
Q2
$218K Sell
24,182
-129,235
-84% -$1.17M 0.03% 223
2024
Q1
$1.73M Sell
153,417
-23,472
-13% -$265K 0.24% 64
2023
Q4
$2.51M Buy
176,889
+35,577
+25% +$505K 0.37% 44
2023
Q3
$1.74M Buy
+141,312
New +$1.74M 0.29% 56