First Trust Direct Indexing’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$227K Buy
2022
Q3
Sell
2022
Q2
$232K Sell
2022
Q1
$248K Buy
2021
Q4
Sell
2021
Q3
$421K Buy
2021
Q2
$248K Buy
2021
Q1
Sell
2020
Q4
$5K Buy