Paces Ferry Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2025
Q1
$187K Sell
2024
Q4
$187K Sell
2024
Q3
$224K Buy
2020
Q4
Sell
2020
Q3
$0 Buy