J.W. Cole Advisors’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | $193K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $823K | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $600K | Buy |
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|
2021
Q1 | $620K | Sell |
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|
2020
Q4 | $500K | Sell |
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|
2020
Q3 | $526K | Buy |
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|
2020
Q2 | $507K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $732K | Buy |
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