A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Hawaiian Electric Industries Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,427 shares of HE stock, worth $109,483. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,427
Previous 16,020 34.91%
Holding current value
$109,483
Previous $144,000 30.56%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$7.74 - $17.51 $43,289 - $97,933
-5,593 Reduced 34.91%
10,427 $100,000
Q2 2024

Jul 16, 2024

BUY
$9.01 - $11.8 $144,340 - $189,036
16,020 New
16,020 $144,000
Q4 2023

Jan 30, 2024

BUY
$11.45 - $14.37 $20,381 - $25,578
1,780 Added 16.1%
12,838 $182,000
Q3 2023

Nov 13, 2023

BUY
$9.66 - $39.71 $106,820 - $439,113
11,058 New
11,058 $136,000

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 $1.15B
  • 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 Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.