HHM Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2025
Q1 | $2.19K | Hold |
200
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $1.95K | Hold |
200
| – | – | ﹤0.01% | 754 |
|
|
2024
Q3 | $1.94K | Hold |
200
| – | – | ﹤0.01% | 711 |
|
|
2024
Q2 | $1.8K | Hold |
200
| – | – | ﹤0.01% | 712 |
|
|
2024
Q1 | $2.25K | Hold |
200
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $2.84K | Hold |
200
| – | – | ﹤0.01% | 666 |
|
|
2023
Q3 | $2.46K | Sell |
200
-100
| -33% | -$1.23K | ﹤0.01% | 704 |
|
|
2023
Q2 | $10.9K | Hold |
300
| – | – | ﹤0.01% | 514 |
|
|
2023
Q1 | $11.5K | Buy |
+300
| New | +$11.5K | ﹤0.01% | 493 |
|