Steward Partners Investment Advisory’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 |
-150
| Closed | -$1.45K | – | 4023 |
|
|
2024
Q3 | $1.45K | Buy |
+150
| New | +$1.45K | ﹤0.01% | 3490 |
|
|
2024
Q2 | – | Sell |
-775
| Closed | -$8.73K | – | 3654 |
|
|
2024
Q1 | $8.73K | Sell |
775
-200
| -21% | -$2.25K | ﹤0.01% | 2860 |
|
|
2023
Q4 | $13.8K | Buy |
975
+775
| +388% | +$11K | ﹤0.01% | 2567 |
|
|
2023
Q3 | $2.46K | Buy |
+200
| New | +$2.46K | ﹤0.01% | 3042 |
|
|
2022
Q2 | – | Sell |
-190
| Closed | -$8K | – | 3295 |
|
|
2022
Q1 | $8K | Hold |
190
| – | – | ﹤0.01% | 2738 |
|
|
2021
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 2686 |
|
|
2021
Q3 | $8K | Hold |
190
| – | – | ﹤0.01% | 2673 |
|
|
2021
Q2 | $8K | Sell |
190
-2,800
| -94% | -$118K | ﹤0.01% | 6311 |
|
|
2021
Q1 | $133K | Buy |
2,990
+2,790
| +1,395% | +$124K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 2418 |
|
|
2020
Q3 | $7K | Sell |
200
-210
| -51% | -$7.35K | ﹤0.01% | 2257 |
|
|
2020
Q2 | $15K | Hold |
410
| – | – | ﹤0.01% | 1871 |
|
|
2020
Q1 | $17K | Hold |
410
| – | – | ﹤0.01% | 1665 |
|
|
2019
Q4 | $19K | Hold |
410
| – | – | ﹤0.01% | 1783 |
|
|
2019
Q3 | $18K | Sell |
410
-25
| -6% | -$1.1K | ﹤0.01% | 1758 |
|
|
2019
Q2 | $18K | Buy |
+435
| New | +$18K | ﹤0.01% | 1744 |
|
|
2018
Q4 | – | Sell |
-435
| Closed | -$15K | – | 1342 |
|
|
2018
Q3 | $15K | Hold |
435
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q2 | $15K | Hold |
435
| – | – | ﹤0.01% | 1578 |
|
|
2018
Q1 | $14K | Sell |
435
-20
| -4% | -$644 | ﹤0.01% | 1470 |
|
|
2017
Q4 | $16K | Buy |
+455
| New | +$16K | ﹤0.01% | 1200 |
|