EverSource Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

EverSource Wealth Advisors’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$20.1K	Buy
2025 Q1	$16.9K	Buy
2024 Q4	$9.51K	Buy
2024 Q3	$5.71K	Hold
2024 Q2	$9.77K	Buy
2024 Q1	$5.05K	Buy
2023 Q4	$3.16K	Buy
2023 Q3	$1.43K	Buy
2023 Q2	–	Hold