Fernwood Investment 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
Q4 | $1.62M | Buy |
166,250
+33,075
| +25% | +$322K | 0.56% | 45 |
|
|
2024
Q3 | $1.29M | Buy |
133,175
+60,335
| +83% | +$584K | 0.42% | 62 |
|
|
2024
Q2 | $657K | Buy |
72,840
+8,875
| +14% | +$80.1K | 0.2% | 96 |
|
|
2024
Q1 | $721K | Buy |
63,965
+14,965
| +31% | +$169K | 0.21% | 93 |
|
|
2023
Q4 | $695K | Hold |
49,000
| – | – | 0.23% | 93 |
|
|
2023
Q3 | $603K | Buy |
+49,000
| New | +$603K | 0.22% | 97 |
|