Stratos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+18,937
| New | +$201K | ﹤0.01% | 1335 |
|
|
2018
Q4 | – | Sell |
-2,354
| Closed | -$84K | – | 1526 |
|
|
2018
Q3 | $84K | Buy |
+2,354
| New | +$84K | ﹤0.01% | 1215 |
|
|
2018
Q2 | – | Sell |
-2,854
| Closed | -$98K | – | 1651 |
|
|
2018
Q1 | $98K | Buy |
2,854
+1,175
| +70% | +$40.3K | ﹤0.01% | 1217 |
|
|
2017
Q4 | $61K | Buy |
+1,679
| New | +$61K | ﹤0.01% | 1418 |
|