SAM
Smartleaf Asset Management’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79K | Sell |
356
-48
| -12% | -$511 | ﹤0.01% | 2132 |
|
|
2025
Q1 | $4.49K | Sell |
404
-53
| -12% | -$589 | ﹤0.01% | 2228 |
|
|
2024
Q4 | $4.45K | Buy |
+457
| New | +$4.45K | ﹤0.01% | 2290 |
|
|
2024
Q3 | – | Sell |
-161
| Closed | -$1.45K | – | 2939 |
|
|
2024
Q2 | $1.45K | Buy |
+161
| New | +$1.45K | ﹤0.01% | 2326 |
|
|
2024
Q1 | – | Sell |
-254
| Closed | -$3.78K | – | 1867 |
|
|
2023
Q4 | $3.78K | Buy |
+254
| New | +$3.78K | ﹤0.01% | 903 |
|