Continuum Advisory’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 | – | Sell |
-679
| Closed | -$7.44K | – | 895 |
|
2025
Q1 | $7.44K | Hold |
679
| – | – | ﹤0.01% | 1042 |
|
2024
Q4 | $6.61K | Hold |
679
| – | – | ﹤0.01% | 1081 |
|
2024
Q3 | $6.68K | Hold |
679
| – | – | ﹤0.01% | 1089 |
|
2024
Q2 | $6.13K | Hold |
679
| – | – | ﹤0.01% | 1049 |
|
2024
Q1 | $6.95K | Buy |
+679
| New | +$6.95K | ﹤0.01% | 1016 |
|