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Revolve Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Revolve Wealth Partners’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,629
Closed -$240K – 153
2023
Q2 		$240K Sell
6,629
-30
-0.5% -$1.13K 0.06% 127
2023
Q1 		$256K Buy
6,659
+12
+0.2% +$486 0.07% 121
2022
Q4 		$278K Buy
6,647
+87
+1% +$3.36K 0.08% 114
2022
Q3 		$227K Sell
6,560
-259
-4% -$10.4K 0.08% 112
2022
Q2 		$279K Hold
6,819
– – 0.09% 97
2022
Q1 		$289K Hold
6,819
– – 0.08% 103
2021
Q4 		$283K Buy
+6,819
New +$277K 0.08% 111

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