PFWA
Paces Ferry Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
13,117
-3,982
| -23% | -$42.3K | 0.06% | 119 |
|
|
2025
Q1 | $187K | Sell |
17,099
-2,137
| -11% | -$23.4K | 0.09% | 120 |
|
|
2024
Q4 | $187K | Sell |
19,236
-3,861
| -17% | -$37.6K | 0.09% | 128 |
|
|
2024
Q3 | $224K | Buy |
+23,097
| New | +$224K | 0.13% | 107 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | – | – | 543 |
|
|
2020
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1158 |
|