CIBC Private Wealth Group’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Sell |
1,941
-452
| -19% | -$4.81K | ﹤0.01% | 2007 |
|
|
2025
Q1 | $22.4K | Buy |
2,393
+452
| +23% | +$4.23K | ﹤0.01% | 1954 |
|
|
2024
Q4 | $17.3K | Hold |
1,941
| – | – | ﹤0.01% | 2114 |
|
|
2024
Q3 | $18.8K | Hold |
1,941
| – | – | ﹤0.01% | 2184 |
|
|
2024
Q2 | $15K | Buy |
1,941
+217
| +13% | +$1.68K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $19.1K | Buy |
+1,724
| New | +$19.1K | ﹤0.01% | 2065 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$14K | – | 1274 |
|
|
2018
Q2 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 1486 |
|
|
2018
Q1 | – | Sell |
-4,008
| Closed | -$145K | – | 2000 |
|
|
2017
Q4 | $145K | Buy |
+4,008
| New | +$145K | ﹤0.01% | 972 |
|