Glassman Wealth Services’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
Q1 | – | Sell |
-1,514
| Closed | -$21.5K | – | 890 |
|
|
2023
Q4 | $21.5K | Buy |
1,514
+1,055
| +230% | +$15K | ﹤0.01% | 673 |
|
|
2023
Q3 | $5.65K | Buy |
459
+397
| +640% | +$4.89K | ﹤0.01% | 1025 |
|
|
2023
Q2 | $2.24K | Buy |
+62
| New | +$2.24K | ﹤0.01% | 1208 |
|
|
2020
Q3 | – | Sell |
-95
| Closed | -$3K | – | 1394 |
|
|
2020
Q2 | $3K | Buy |
95
+80
| +533% | +$2.53K | ﹤0.01% | 749 |
|
|
2020
Q1 | $1K | Buy |
15
+2
| +15% | +$133 | ﹤0.01% | 891 |
|
|
2019
Q4 | $1K | Buy |
13
+11
| +550% | +$846 | ﹤0.01% | 933 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1174 |
|