Covestor’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 | $9K | Sell |
788
-2
| -0.3% | -$23 | 0.01% | 1633 |
|
|
2025
Q1 | $9K | Buy |
790
+9
| +1% | +$103 | 0.01% | 1555 |
|
|
2024
Q4 | $8K | Buy |
781
+16
| +2% | +$164 | 0.01% | 1632 |
|
|
2024
Q3 | $8K | Sell |
765
-5
| -0.6% | -$52 | 0.01% | 1654 |
|
|
2024
Q2 | $7K | Sell |
770
-844
| -52% | -$7.67K | ﹤0.01% | 1712 |
|
|
2024
Q1 | $19K | Buy |
1,614
+83
| +5% | +$977 | 0.01% | 1231 |
|
|
2023
Q4 | $22K | Sell |
1,531
-2,733
| -64% | -$39.3K | 0.02% | 1162 |
|
|
2023
Q3 | $53K | Buy |
4,264
+706
| +20% | +$8.78K | 0.04% | 749 |
|
|
2023
Q2 | $129K | Buy |
3,558
+660
| +23% | +$23.9K | 0.1% | 298 |
|
|
2023
Q1 | $111K | Sell |
2,898
-1,326
| -31% | -$50.8K | 0.1% | 324 |
|
|
2022
Q4 | $177K | Buy |
4,224
+921
| +28% | +$38.6K | 0.14% | 153 |
|
|
2022
Q3 | $115K | Buy |
3,303
+82
| +3% | +$2.86K | 0.1% | 286 |
|
|
2022
Q2 | $132K | Buy |
3,221
+252
| +8% | +$10.3K | 0.1% | 252 |
|
|
2022
Q1 | $126K | Buy |
2,969
+2,272
| +326% | +$96.4K | 0.08% | 365 |
|
|
2021
Q4 | $29K | Buy |
+697
| New | +$29K | 0.04% | 760 |
|