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Tompkins Financial’s Hawaiian Electric Industries HE Stock Holding History

Tompkins Financial’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$18.1K – 602
2023
Q2 		$18.1K Hold
500
– – ﹤0.01% 416
2023
Q1 		$19.2K Hold
500
– – ﹤0.01% 422
2022
Q4 		$21K Hold
500
– – ﹤0.01% 409
2022
Q3 		$17K Hold
500
– – ﹤0.01% 426
2022
Q2 		$20K Sell
500
-900
-64% -$37.9K ﹤0.01% 407
2022
Q1 		$59K Hold
1,400
– – 0.01% 335
2021
Q4 		$58K Hold
1,400
– – 0.01% 217
2021
Q3 		$57K Buy
+1,400
New +$60.1K 0.01% 217
2021
Q1 		$62K Buy
1,400
+200
+17% +$7.33K 0.01% 230
2020
Q4 		$42K Buy
+1,200
New +$42.4K 0.01% 257

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