Asset Dedication LLC’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
2025
Q3
$442 Buy
2020
Q3
Sell
2020
Q2
$10K Hold
2020
Q1
$12K Hold
2019
Q4
$14K Hold
2019
Q3
$13K Hold
2019
Q2
$13K Hold
2019
Q1
$12K Hold
2018
Q4
$11K Hold
2018
Q3
$10K Hold
2018
Q2
$10K Hold
2018
Q1
$10K Hold
2017
Q4
$10K Buy
2016
Q1
Sell
2015
Q4
$8K Buy