Cedar Mountain Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Hold |
100
| – | – | ﹤0.01% | 323 |
|
|
2025
Q1 | $1.1K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2024
Q4 | $973 | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $968 | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $902 | Buy |
+100
| New | +$902 | ﹤0.01% | 301 |
|
|
2023
Q3 | – | Sell |
-1,440
| Closed | -$52.1K | – | 320 |
|
|
2023
Q2 | $52.1K | Hold |
1,440
| – | – | 0.01% | 71 |
|
|
2023
Q1 | $55.3K | Hold |
1,440
| – | – | 0.02% | 68 |
|
|
2022
Q4 | $60.3K | Hold |
1,440
| – | – | 0.02% | 65 |
|
|
2022
Q3 | $50K | Hold |
1,440
| – | – | 0.02% | 69 |
|
|
2022
Q2 | $59K | Hold |
1,440
| – | – | 0.02% | 67 |
|
|
2022
Q1 | $61K | Hold |
1,440
| – | – | 0.02% | 73 |
|
|
2021
Q4 | $60K | Hold |
1,440
| – | – | 0.02% | 69 |
|
|
2021
Q3 | $59K | Hold |
1,440
| – | – | 0.02% | 67 |
|
|
2021
Q2 | $61K | Hold |
1,440
| – | – | 0.02% | 65 |
|
|
2021
Q1 | $64K | Hold |
1,440
| – | – | 0.02% | 62 |
|
|
2020
Q4 | $51K | Hold |
1,440
| – | – | 0.02% | 70 |
|
|
2020
Q3 | $48K | Hold |
1,440
| – | – | 0.02% | 68 |
|
|
2020
Q2 | $52K | Hold |
1,440
| – | – | 0.02% | 61 |
|
|
2020
Q1 | $62K | Hold |
1,440
| – | – | 0.03% | 50 |
|
|
2019
Q4 | $67K | Buy |
+1,440
| New | +$67K | 0.03% | 55 |
|