Cornerstone Planning Group’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 | $1.46K | Hold |
132
| – | – | ﹤0.01% | 1021 |
|
|
2025
Q1 | $1.36K | Hold |
132
| – | – | ﹤0.01% | 1067 |
|
|
2024
Q4 | $1.19K | Hold |
132
| – | – | ﹤0.01% | 921 |
|
|
2024
Q3 | $1.31K | Hold |
132
| – | – | ﹤0.01% | 876 |
|
|
2024
Q2 | $2.21K | Buy |
132
+72
| +120% | +$1.21K | ﹤0.01% | 737 |
|
|
2024
Q1 | $627 | Buy |
+60
| New | +$627 | ﹤0.01% | 875 |
|