JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26
| Closed | -$294 | – | 2014 |
|
|
2024
Q1 | $294 | Buy |
+26
| New | +$294 | ﹤0.01% | 1862 |
|
|
2023
Q3 | – | Sell |
-42
| Closed | -$1.52K | – | 1982 |
|
|
2023
Q2 | $1.52K | Hold |
42
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q1 | $1.61K | Sell |
42
-14
| -25% | -$538 | ﹤0.01% | 1443 |
|
|
2022
Q4 | $2.34K | Buy |
56
+10
| +22% | +$419 | ﹤0.01% | 1312 |
|
|
2022
Q3 | $2K | Sell |
46
-39
| -46% | -$1.7K | ﹤0.01% | 1329 |
|
|
2022
Q2 | $3K | Buy |
85
+35
| +70% | +$1.24K | ﹤0.01% | 1185 |
|
|
2022
Q1 | $2K | Buy |
50
+29
| +138% | +$1.16K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1383 |
|