Rice Partnership’s Hawaiian Electric Industries HE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$492K Buy
2023
Q1
$492K Buy
2022
Q4
$348K Buy
2022
Q3
$282K Sell
2022
Q2
$402K Hold
2022
Q1
$415K Sell
2021
Q4
$504K Hold
2021
Q3
$496K Sell
2021
Q2
$593K Sell
2021
Q1
$960K Sell
2020
Q4
$837K Buy
2020
Q3
$783K Buy
2020
Q2
$575K Sell
2020
Q1
$1.24M Sell
2019
Q4
$1.36M Sell
2019
Q3
$1.36M Hold
2019
Q2
$1.3M Sell
2019
Q1
$1.28M Buy
2018
Q4
$867K Buy
2018
Q3
$307K Buy