IEQ 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $228K | Buy |
21,419
+11,032
| +106% | +$117K | ﹤0.01% | 1545 |
|
2025
Q1 | $114K | Buy |
+10,387
| New | +$114K | ﹤0.01% | 1457 |
|
2024
Q2 | – | Sell |
-21,196
| Closed | -$239K | – | 1018 |
|
2024
Q1 | $239K | Sell |
21,196
-151
| -0.7% | -$1.7K | ﹤0.01% | 834 |
|
2023
Q4 | $303K | Buy |
21,347
+2,282
| +12% | +$32.4K | 0.01% | 728 |
|
2023
Q3 | $235K | Buy |
+19,065
| New | +$235K | ﹤0.01% | 794 |
|