Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,000
| Closed | -$28.4K | – | 1048 |
|
|
2023
Q4 | $28.4K | Hold |
2,000
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $24.6K | Hold |
2,000
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $72.4K | Hold |
2,000
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $76.8K | Hold |
2,000
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $83.7K | Buy |
+2,000
| New | +$83.7K | 0.01% | 273 |
|