Private Wealth Management Group’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596 | Hold |
56
| – | – | ﹤0.01% | 1392 |
|
|
2025
Q1 | $614 | Hold |
56
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q4 | $545 | Buy |
+56
| New | +$545 | ﹤0.01% | 1434 |
|
|
2024
Q2 | – | Sell |
-645
| Closed | -$7.27K | – | 1554 |
|
|
2024
Q1 | $7.27K | Hold |
645
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $9.15K | Buy |
+645
| New | +$9.15K | ﹤0.01% | 427 |
|