InceptionR’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 | $127K | Sell |
11,912
-935
| -7% | -$9.94K | 0.03% | 601 |
|
|
2025
Q1 | $141K | Sell |
12,847
-7,359
| -36% | -$80.6K | 0.04% | 487 |
|
|
2024
Q4 | $197K | Buy |
+20,206
| New | +$197K | 0.04% | 560 |
|
|
2024
Q3 | – | Sell |
-12,005
| Closed | -$108K | – | 737 |
|
|
2024
Q2 | $108K | Buy |
+12,005
| New | +$108K | 0.03% | 542 |
|
|
2023
Q2 | – | Sell |
-26,377
| Closed | -$1.01M | – | 503 |
|
|
2023
Q1 | $1.01M | Buy |
+26,377
| New | +$1.01M | 0.33% | 102 |
|