Wetzel Investment Advisors’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
Q3
Sell
-200
Closed -$2.25K 438
2024
Q2
$2.25K Hold
200
﹤0.01% 720
2024
Q1
$2.04K Hold
200
﹤0.01% 840
2023
Q4
$3K Buy
+200
New +$3K ﹤0.01% 782