FORA Capital’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 | – | Sell |
-71,518
| Closed | -$692K | – | 468 |
|
|
2024
Q3 | $692K | Buy |
+71,518
| New | +$692K | 0.08% | 245 |
|
|
2020
Q4 | – | Sell |
-3,001
| Closed | -$100K | – | 1009 |
|
|
2020
Q3 | $100K | Buy |
3,001
+2,481
| +477% | +$82.7K | 0.07% | 298 |
|
|
2020
Q2 | $19K | Buy |
+520
| New | +$19K | 0.01% | 813 |
|
|
2020
Q1 | – | Sell |
-2,398
| Closed | -$112K | – | 1155 |
|
|
2019
Q4 | $112K | Buy |
+2,398
| New | +$112K | 0.01% | 735 |
|