Cassady Schiller Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.87K | Hold |
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|
2024
Q3 | $4.84K | Hold |
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|
2024
Q2 | $4.51K | Hold |
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|
2024
Q1 | $5.63K | Hold |
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|
2023
Q4 | $7.09K | Hold |
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|
2023
Q3 | $6.16K | Hold |
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|
2023
Q2 | $18.1K | Hold |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $20.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $21K | Buy |
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