GW Henssler & Associates’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 |
-6,427
| Closed | -$233K | – | 237 |
|
|
2023
Q2 | $233K | Sell |
6,427
-445
| -6% | -$16.1K | 0.02% | 179 |
|
|
2023
Q1 | $264K | Buy |
6,872
+86
| +1% | +$3.3K | 0.02% | 184 |
|
|
2022
Q4 | $284K | Hold |
6,786
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $235K | Buy |
6,786
+432
| +7% | +$15K | 0.02% | 187 |
|
|
2022
Q2 | $260K | Buy |
+6,354
| New | +$260K | 0.02% | 163 |
|
|
2021
Q2 | – | Sell |
-7,230
| Closed | -$321K | – | 241 |
|
|
2021
Q1 | $321K | Hold |
7,230
| – | – | 0.02% | 175 |
|
|
2020
Q4 | $256K | Sell |
7,230
-27
| -0.4% | -$956 | 0.02% | 186 |
|
|
2020
Q3 | $241K | Buy |
7,257
+683
| +10% | +$22.7K | 0.02% | 176 |
|
|
2020
Q2 | $237K | Buy |
+6,574
| New | +$237K | 0.02% | 157 |
|