Liberty Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,323
| Closed | -$229K | – | 184 |
|
|
2023
Q2 | $229K | Buy |
6,323
+60
| +1% | +$2.17K | 0.06% | 165 |
|
|
2023
Q1 | $240K | Buy |
+6,263
| New | +$240K | 0.05% | 198 |
|
|
2022
Q3 | $213K | Buy |
6,152
+54
| +0.9% | +$1.87K | 0.06% | 138 |
|
|
2022
Q2 | $249K | Buy |
6,098
+49
| +0.8% | +$2K | 0.1% | 120 |
|
|
2022
Q1 | $255K | Buy |
+6,049
| New | +$255K | 0.09% | 120 |
|