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WFA of San Diego’s Hawaiian Electric Industries HE Stock Holding History

WFA of San Diego’s Portfolio HE Stock Details HE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$29K Hold
3,000
– – 0.02% 220
2024
Q2 		$27.1K Buy
+3,000
New +$27.1K 0.02% 223
2023
Q3 		$18.5K Buy
+1,500
New +$18.5K 0.02% 240