WAS
Wealth Advisory Solutions’s Hawaiian Electric Industries HE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,947
| Closed | -$2.09M | – | 133 |
|
|
2022
Q4 | $2.09M | Sell |
49,947
-885
| -2% | -$37K | 0.56% | 48 |
|
|
2022
Q3 | $1.76M | Buy |
50,832
+165
| +0.3% | +$5.72K | 0.49% | 57 |
|
|
2022
Q2 | $2.07M | Buy |
50,667
+7,319
| +17% | +$299K | 0.51% | 59 |
|
|
2022
Q1 | $1.83M | Buy |
+43,348
| New | +$1.83M | 0.38% | 68 |
|
|
2021
Q3 | $1.07M | Sell |
26,134
-3,802
| -13% | -$155K | 0.24% | 83 |
|
|
2021
Q2 | $1.27M | Sell |
29,936
-877
| -3% | -$37.1K | 0.3% | 81 |
|
|
2021
Q1 | $1K | Buy |
+30,813
| New | +$1K | ﹤0.01% | 123 |
|