Revolve Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,629
| Closed | -$240K | – | 150 |
|
|
2023
Q2 | $240K | Sell |
6,629
-30
| -0.5% | -$1.09K | 0.06% | 127 |
|
|
2023
Q1 | $256K | Buy |
6,659
+12
| +0.2% | +$461 | 0.07% | 121 |
|
|
2022
Q4 | $278K | Buy |
6,647
+87
| +1% | +$3.64K | 0.08% | 114 |
|
|
2022
Q3 | $227K | Sell |
6,560
-259
| -4% | -$8.96K | 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 | +$283K | 0.08% | 111 |
|