Pathstone Holdings’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
Q3
Sell
-31,745
Closed -$286K 2339
2024
Q2
$286K Sell
31,745
-143,164
-82% -$1.29M ﹤0.01% 1961
2024
Q1
$1.97M Sell
174,909
-43,930
-20% -$495K 0.01% 907
2023
Q4
$3.11M Buy
+218,839
New +$3.11M 0.02% 573