Cetera Advisor Networks’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $113K | Buy |
+10,035
| New | +$113K | ﹤0.01% | 2677 |
|
|
2020
Q3 | – | Sell |
-862
| Closed | -$31K | – | 1981 |
|
|
2020
Q2 | $31K | Buy |
+862
| New | +$31K | ﹤0.01% | 2168 |
|
|
2015
Q3 | – | Sell |
-13,390
| Closed | -$427K | – | 836 |
|
|
2015
Q2 | $427K | Hold |
13,390
| – | – | 0.03% | 506 |
|
|
2015
Q1 | $427K | Sell |
13,390
-32,250
| -71% | -$1.03M | 0.03% | 509 |
|
|
2014
Q4 | $1.53M | Buy |
45,640
+1,400
| +3% | +$46.8K | 0.11% | 196 |
|
|
2014
Q3 | $1.18M | Buy |
44,240
+3,100
| +8% | +$82.5K | 0.08% | 243 |
|
|
2014
Q2 | $1.05M | Buy |
41,140
+11,400
| +38% | +$290K | 0.07% | 293 |
|
|
2014
Q1 | $762K | Buy |
29,740
+3,325
| +13% | +$85.2K | 0.05% | 340 |
|
|
2013
Q4 | $692K | Buy |
+26,415
| New | +$692K | 0.05% | 343 |
|