Oak Thistle LLC’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 |
-27,701
| Closed | -$312K | – | 361 |
|
|
2024
Q1 | $312K | Buy |
+27,701
| New | +$312K | 0.28% | 164 |
|
|
2023
Q2 | – | Sell |
-9,806
| Closed | -$377K | – | 436 |
|
|
2023
Q1 | $377K | Buy |
+9,806
| New | +$377K | 0.22% | 208 |
|
|
2022
Q4 | – | Sell |
-7,304
| Closed | -$253K | – | 189 |
|
|
2022
Q3 | $253K | Sell |
7,304
-4,402
| -38% | -$152K | 0.91% | 45 |
|
|
2022
Q2 | $478K | Buy |
11,706
+1,052
| +10% | +$43K | 0.92% | 11 |
|
|
2022
Q1 | $451K | Sell |
10,654
-1,813
| -15% | -$76.7K | 0.24% | 194 |
|
|
2021
Q4 | $517K | Buy |
+12,467
| New | +$517K | 0.4% | 91 |
|