Concord Wealth Partners’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 | $13.2K | Buy |
1,240
+40
| +3% | +$425 | ﹤0.01% | 509 |
|
|
2025
Q1 | $13.1K | Hold |
1,200
| – | – | ﹤0.01% | 482 |
|
|
2024
Q4 | $11.7K | Sell |
1,200
-40
| -3% | -$389 | ﹤0.01% | 513 |
|
|
2024
Q3 | $12K | Buy |
1,240
+40
| +3% | +$387 | ﹤0.01% | 542 |
|
|
2024
Q2 | $10.8K | Sell |
1,200
-40
| -3% | -$361 | ﹤0.01% | 500 |
|
|
2024
Q1 | $14K | Buy |
1,240
+40
| +3% | +$451 | ﹤0.01% | 539 |
|
|
2023
Q4 | $17K | Sell |
1,200
-40
| -3% | -$568 | ﹤0.01% | 504 |
|
|
2023
Q3 | $15.3K | Hold |
1,240
| – | – | ﹤0.01% | 551 |
|
|
2023
Q2 | $44.9K | Hold |
1,240
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $47.6K | Buy |
+1,240
| New | +$47.6K | 0.01% | 354 |
|