Wealth Enhancement Advisory Services’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 |
-10,427
| Closed | -$101K | – | 2930 |
|
|
2024
Q3 | $101K | Sell |
10,427
-5,593
| -35% | -$54.1K | ﹤0.01% | 2527 |
|
|
2024
Q2 | $145K | Buy |
+16,020
| New | +$145K | ﹤0.01% | 2347 |
|
|
2024
Q1 | – | Sell |
-12,838
| Closed | -$182K | – | 2411 |
|
|
2023
Q4 | $182K | Buy |
12,838
+1,780
| +16% | +$25.3K | ﹤0.01% | 2099 |
|
|
2023
Q3 | $136K | Buy |
+11,058
| New | +$136K | ﹤0.01% | 2049 |
|
|
2017
Q1 | – | Sell |
-23,241
| Closed | -$768K | – | 156 |
|
|
2016
Q4 | $768K | Buy |
+23,241
| New | +$768K | 0.09% | 108 |
|