Moneta Group Investment 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
Q4
Sell
-10,402
Closed -$101K 681
2024
Q3
$101K Buy
+10,402
New +$101K ﹤0.01% 633
2018
Q2
Sell
-860
Closed -$30K 487
2018
Q1
$30K Buy
+860
New +$30K ﹤0.01% 356