EverSource Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Buy |
1,894
+352
| +23% | +$3.74K | ﹤0.01% | 2273 |
|
|
2025
Q1 | $16.9K | Buy |
1,542
+565
| +58% | +$6.19K | ﹤0.01% | 1790 |
|
|
2024
Q4 | $9.51K | Buy |
977
+387
| +66% | +$3.77K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $5.71K | Hold |
590
| – | – | ﹤0.01% | 2175 |
|
|
2024
Q2 | $9.77K | Buy |
590
+77
| +15% | +$1.28K | ﹤0.01% | 1866 |
|
|
2024
Q1 | $5.05K | Buy |
513
+290
| +130% | +$2.86K | ﹤0.01% | 2047 |
|
|
2023
Q4 | $3.16K | Buy |
223
+107
| +92% | +$1.52K | ﹤0.01% | 2035 |
|
|
2023
Q3 | $1.43K | Buy |
+116
| New | +$1.43K | ﹤0.01% | 2107 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2547 |
|