John G. Ullman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $6.95M | Sell |
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|
2023
Q1 | $7.45M | Sell |
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|
2022
Q4 | $8.18M | Sell |
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|
2022
Q3 | $6.91M | Sell |
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|
2022
Q2 | $8.29M | Sell |
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|
2022
Q1 | $13.1M | Sell |
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|
2021
Q4 | $13M | Sell |
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|
2021
Q3 | $12.9M | Sell |
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|
2021
Q2 | $13.4M | Sell |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $6.87M | Buy |
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