Caldwell Sutter Capital’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
Q3 | – | Sell |
-5,900
| Closed | -$53.2K | – | 914 |
|
|
2024
Q2 | $53.2K | Hold |
5,900
| – | – | 0.03% | 347 |
|
|
2024
Q1 | $66.5K | Hold |
5,900
| – | – | 0.03% | 321 |
|
|
2023
Q4 | $83.7K | Hold |
5,900
| – | – | 0.04% | 291 |
|
|
2023
Q3 | $72.6K | Hold |
5,900
| – | – | 0.04% | 293 |
|
|
2023
Q2 | $214K | Hold |
5,900
| – | – | 0.11% | 171 |
|
|
2023
Q1 | $227K | Hold |
5,900
| – | – | 0.17% | 110 |
|
|
2022
Q4 | $247K | Buy |
+5,900
| New | +$247K | 0.22% | 88 |
|