Atria Wealth Solutions’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 | – | Sell |
-21,502
| Closed | -$235K | – | 1651 |
|
|
2025
Q1 | $235K | Buy |
+21,502
| New | +$235K | ﹤0.01% | 1611 |
|
|
2023
Q3 | – | Sell |
-8,757
| Closed | -$317K | – | 1899 |
|
|
2023
Q2 | $317K | Buy |
8,757
+19
| +0.2% | +$688 | ﹤0.01% | 1395 |
|
|
2023
Q1 | $336K | Sell |
8,738
-63
| -0.7% | -$2.42K | 0.01% | 1344 |
|
|
2022
Q4 | $368K | Buy |
8,801
+17
| +0.2% | +$711 | 0.01% | 1237 |
|
|
2022
Q3 | $304K | Buy |
8,784
+17
| +0.2% | +$588 | 0.01% | 1285 |
|
|
2022
Q2 | $359K | Sell |
8,767
-140
| -2% | -$5.73K | 0.01% | 1101 |
|
|
2022
Q1 | $377K | Buy |
+8,907
| New | +$377K | 0.01% | 1204 |
|