Cassady Schiller Wealth Management’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 | $4.87K | Hold |
500
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $4.84K | Hold |
500
| – | – | ﹤0.01% | 349 |
|
|
2024
Q2 | $4.51K | Hold |
500
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $5.64K | Hold |
500
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $7.1K | Hold |
500
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $6.16K | Hold |
500
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $18.1K | Hold |
500
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $19.2K | Hold |
500
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $20.9K | Buy |
+500
| New | +$20.9K | 0.01% | 265 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$21K | – | 312 |
|
|
2021
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 268 |
|