Ethic Inc’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
Q1
Sell
-20,730
Closed -$294K 1106
2023
Q4
$294K Buy
20,730
+3,310
+19% +$47K 0.01% 879
2023
Q3
$214K Buy
+17,420
New +$214K 0.01% 914