Red Tortoise LLC’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
Q1 | – | Sell |
-260
| Closed | -$2.53K | – | 610 |
|
2024
Q4 | $2.53K | Buy |
+260
| New | +$2.53K | ﹤0.01% | 484 |
|
2024
Q2 | – | Sell |
-277
| Closed | -$3.12K | – | 589 |
|
2024
Q1 | $3.12K | Hold |
277
| – | – | ﹤0.01% | 430 |
|
2023
Q4 | $3.93K | Hold |
277
| – | – | ﹤0.01% | 337 |
|
2023
Q3 | $3.41K | Buy |
+277
| New | +$3.41K | ﹤0.01% | 346 |
|