Blue Trust Inc’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 |
-1,016
| Closed | -$9.16K | – | 2673 |
|
|
2024
Q3 | $9.16K | Buy |
1,016
+565
| +125% | +$5.1K | ﹤0.01% | 2223 |
|
|
2024
Q2 | $5.08K | Buy |
+451
| New | +$5.08K | ﹤0.01% | 2198 |
|
|
2024
Q1 | – | Sell |
-679
| Closed | -$8K | – | 2424 |
|
|
2023
Q4 | $8K | Buy |
679
+494
| +267% | +$5.82K | ﹤0.01% | 1660 |
|
|
2023
Q3 | $7K | Buy |
185
+58
| +46% | +$2.2K | ﹤0.01% | 1524 |
|
|
2023
Q2 | $5K | Sell |
127
-2,194
| -95% | -$86.4K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $97K | Buy |
2,321
+839
| +57% | +$35.1K | ﹤0.01% | 777 |
|
|
2022
Q4 | $52K | Buy |
1,482
+703
| +90% | +$24.7K | ﹤0.01% | 893 |
|
|
2022
Q3 | $32K | Buy |
779
+530
| +213% | +$21.8K | ﹤0.01% | 911 |
|
|
2022
Q2 | $10K | Buy |
+249
| New | +$10K | ﹤0.01% | 1204 |
|