Barrett & Company’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
Q4 | – | Sell |
-600
| Closed | -$5.81K | – | 616 |
|
|
2024
Q3 | $5.81K | Hold |
600
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $5.41K | Hold |
600
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $6.76K | Hold |
600
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $8.51K | Hold |
600
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $7.39K | Sell |
600
-330
| -35% | -$4.06K | ﹤0.01% | 446 |
|
|
2023
Q2 | $33.7K | Hold |
930
| – | – | 0.02% | 287 |
|
|
2023
Q1 | $35.7K | Hold |
930
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $38.9K | Hold |
930
| – | – | 0.03% | 252 |
|
|
2022
Q3 | $38.9K | Buy |
+930
| New | +$38.9K | 0.03% | 252 |
|