PFG Investments’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
Q4 | – | Sell |
-17,122
| Closed | -$166K | – | 1045 |
|
|
2024
Q3 | $166K | Buy |
+17,122
| New | +$166K | 0.01% | 914 |
|
|
2023
Q4 | – | Sell |
-12,046
| Closed | -$148K | – | 507 |
|
|
2023
Q3 | $148K | Sell |
12,046
-14,786
| -55% | -$182K | 0.03% | 472 |
|
|
2023
Q2 | $971K | Sell |
26,832
-1,874
| -7% | -$67.8K | 0.17% | 129 |
|
|
2023
Q1 | $1.1M | Buy |
+28,706
| New | +$1.1M | 0.22% | 96 |
|