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Barrett & Company’s Hawaiian Electric Industries HE Stock Holding History

Barrett & Company’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$8.03K ﹤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 +$37.4K 0.03% 252

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