Choreo LLC’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 | $141K | Buy |
13,249
+2,553
| +24% | +$27.1K | ﹤0.01% | 1434 |
|
2025
Q1 | $117K | Sell |
10,696
-5,494
| -34% | -$60.2K | ﹤0.01% | 1363 |
|
2024
Q4 | $158K | Buy |
16,190
+2,173
| +16% | +$21.2K | ﹤0.01% | 1472 |
|
2024
Q3 | $128K | Sell |
14,017
-2,859
| -17% | -$26.1K | ﹤0.01% | 1514 |
|
2024
Q2 | $141K | Buy |
+16,876
| New | +$141K | ﹤0.01% | 1372 |
|
2023
Q3 | – | Sell |
-5,543
| Closed | -$201K | – | 470 |
|
2023
Q2 | $201K | Hold |
5,543
| – | – | 0.01% | 452 |
|
2023
Q1 | $213K | Buy |
+5,543
| New | +$213K | 0.01% | 450 |
|