DGS Capital Management’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
Q2
Sell
-12,776
Closed -$144K 308
2024
Q1
$144K Sell
12,776
-4,908
-28% -$55.3K 0.04% 276
2023
Q4
$251K Buy
+17,684
New +$251K 0.1% 191