NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81K | Buy |
+641
| New | +$6.81K | ﹤0.01% | 3323 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$4.51K | – | 3866 |
|
|
2024
Q2 | $4.51K | Hold |
500
| – | – | ﹤0.01% | 3127 |
|
|
2024
Q1 | $5.64K | Hold |
500
| – | – | ﹤0.01% | 3097 |
|
|
2023
Q4 | $7.1K | Sell |
500
-1
| -0.2% | -$14 | ﹤0.01% | 2989 |
|
|
2023
Q3 | $6.17K | Buy |
501
+500
| +50,000% | +$6.16K | ﹤0.01% | 2729 |
|
|
2023
Q2 | $36 | Hold |
1
| – | – | ﹤0.01% | 3444 |
|
|
2023
Q1 | $38 | Hold |
1
| – | – | ﹤0.01% | 3370 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4136 |
|