A detailed history of Ever Source Wealth Advisors, LLC transactions in Hawaiian Electric Industries Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 513 shares of HE stock, worth $3,970. This represents 0.0% of its overall portfolio holdings.

Number of Shares
513
Previous 223 130.04%
Holding current value
$3,970
Previous $2,000 150.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$10.86 - $15.4 $3,149 - $4,466
290 Added 130.04%
513 $5,000
Q4 2023

Feb 09, 2024

BUY
$11.45 - $14.37 $1,225 - $1,537
107 Added 92.24%
223 $3,000
Q3 2023

Nov 03, 2023

BUY
$9.66 - $39.71 $1,120 - $4,606
116 New
116 $1,000
Q2 2023

Aug 04, 2023

BUY
$35.56 - $39.64 $0 - $0
0 New
0 $0

Others Institutions Holding HE

About HAWAIIAN ELECTRIC INDUSTRIES INC


  • Ticker HE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 109,469,000
  • Market Cap $847M
  • Description
  • Hawaiian Electric Industries, Inc., together with its subsidiaries, engages in the electric utility, banking, and renewable/sustainable infrastructure investment businesses in the state of Hawaii. It operates in three segments: Electric Utility, Bank, and Other. The Electric Utility segment engages in the production, purchase, transmission, dist...
More about HE
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.