IFM Investors’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 | $132K | Hold |
12,449
| – | – | ﹤0.01% | 615 |
|
2025
Q1 | $136K | Sell |
12,449
-9,415
| -43% | -$103K | ﹤0.01% | 652 |
|
2024
Q4 | $213K | Hold |
21,864
| – | – | ﹤0.01% | 667 |
|
2024
Q3 | $212K | Buy |
21,864
+6,562
| +43% | +$63.5K | ﹤0.01% | 675 |
|
2024
Q2 | $138K | Hold |
15,302
| – | – | ﹤0.01% | 684 |
|
2024
Q1 | $172K | Buy |
15,302
+484
| +3% | +$5.46K | ﹤0.01% | 622 |
|
2023
Q4 | $210K | Buy |
14,818
+101
| +0.7% | +$1.43K | ﹤0.01% | 568 |
|
2023
Q3 | $181K | Buy |
14,717
+1,159
| +9% | +$14.3K | ﹤0.01% | 635 |
|
2023
Q2 | $491K | Buy |
+13,558
| New | +$491K | 0.01% | 613 |
|
2023
Q1 | – | Sell |
-4,915
| Closed | -$206K | – | 627 |
|
2022
Q4 | $206K | Sell |
4,915
-8,009
| -62% | -$335K | ﹤0.01% | 616 |
|
2022
Q3 | $448K | Hold |
12,924
| – | – | 0.01% | 614 |
|
2022
Q2 | $529K | Sell |
12,924
-1,065
| -8% | -$43.6K | 0.01% | 607 |
|
2022
Q1 | $592K | Buy |
+13,989
| New | +$592K | 0.01% | 609 |
|