Spire Wealth Management’s Hawaiian Electric Industries HE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$1.94K | – | 2475 |
|
|
2024
Q3 | $1.94K | Hold |
200
| – | – | ﹤0.01% | 2009 |
|
|
2024
Q2 | $1.8K | Sell |
200
-2
| -1% | -$18 | ﹤0.01% | 2026 |
|
|
2024
Q1 | $2.28K | Buy |
202
+2
| +1% | +$23 | ﹤0.01% | 2061 |
|
|
2023
Q4 | $2.54K | Hold |
200
| – | – | ﹤0.01% | 2096 |
|
|
2023
Q3 | $2.46K | Hold |
200
| – | – | ﹤0.01% | 2090 |
|
|
2023
Q2 | $7.24K | Hold |
200
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q1 | $7.68K | Buy |
+200
| New | +$7.68K | ﹤0.01% | 1928 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$8K | – | 2361 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1987 |
|
|
2022
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2103 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 2441 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 2153 |
|
|
2021
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 2440 |
|