First Affirmative Financial Network’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,419
| Closed | -$232K | – | 219 |
|
|
2023
Q2 | $232K | Buy |
6,419
+240
| +4% | +$8.69K | 0.23% | 144 |
|
|
2023
Q1 | $237K | Sell |
6,179
-41
| -0.7% | -$1.57K | 0.27% | 118 |
|
|
2022
Q4 | $260K | Sell |
6,220
-165
| -3% | -$6.91K | 0.32% | 100 |
|
|
2022
Q3 | $221K | Sell |
6,385
-232
| -4% | -$8.03K | 0.28% | 112 |
|
|
2022
Q2 | $271K | Sell |
6,617
-789
| -11% | -$32.3K | 0.31% | 95 |
|
|
2022
Q1 | $313K | Buy |
7,406
+261
| +4% | +$11K | 0.3% | 99 |
|
|
2021
Q4 | $297K | Buy |
7,145
+11
| +0.2% | +$457 | 0.27% | 114 |
|
|
2021
Q3 | $291K | Buy |
+7,134
| New | +$291K | 0.3% | 95 |
|