Diversified Trust’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $493K | Buy |
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|
2025
Q2 | $455K | Buy |
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|
2025
Q1 | $469K | Buy |
|
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|
2024
Q4 | $403K | Buy |
|
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|
2024
Q3 | $390K | Sell |
|
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|
2024
Q2 | $372K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $324K | Buy |
|