Advisornet Financial’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-200	Closed	-$1.94K	–	2079
2024 Q3	$1.94K	Sell	200 -100	-33%	-$1.24K	﹤0.01%	1763
2024 Q2	$2.71K	Buy	+300	New	+$3.12K	﹤0.01%	1579
2024 Q1	–	Sell	-755	Closed	-$10.7K	–	2238
2023 Q4	$10.7K	Sell	755 -2,110	-74%	-$27.4K	﹤0.01%	1297
2023 Q3	$35.3K	Sell	2,865 -1,019	-26%	-$24.8K	﹤0.01%	877
2023 Q2	$141K	Buy	3,884 +5	+0.1%	+$188	0.01%	554
2023 Q1	$149K	Sell	3,879 -5	-0.1%	-$203	0.01%	525
2022 Q4	$163K	Buy	3,884 +20	+0.5%	+$772	0.02%	510
2022 Q3	$134K	Sell	3,864 -220	-5%	-$8.86K	0.01%	588
2022 Q2	$167K	Sell	4,084 -600	-13%	-$25.2K	0.02%	547
2022 Q1	$198K	Sell	4,684 -203	-4%	-$8.46K	0.01%	563
2021 Q4	$203K	Buy	4,887 +2	+0%	+$81	0.01%	601
2021 Q3	$199K	Buy	4,885 +1	+0%	+$43	0.01%	586
2021 Q2	$206K	Buy	4,884 +202	+4%	+$8.75K	0.01%	586
2021 Q1	$208K	Buy	4,682 +2	+0%	+$73	0.01%	551
2020 Q4	$166K	Buy	4,680 +1	+0%	+$35	0.01%	544
2020 Q3	$156K	Buy	4,679 +2	+0%	+$70	0.01%	548
2020 Q2	$169K	Buy	4,677 +2	+0%	+$77	0.01%	532
2020 Q1	$201K	Buy	4,675 +1	+0%	+$46	0.02%	468
2019 Q4	$219K	Buy	4,674 +2	+0%	+$90	0.02%	484
2019 Q3	$213K	Buy	4,672 +1	+0%	+$44	0.02%	488
2019 Q2	$203K	Buy	4,671 +1	+0%	+$42	0.02%	445
2019 Q1	$190K	Buy	4,670 +2	+0%	+$76	0.02%	434
2018 Q4	$171K	Sell	4,668 -247	-5%	-$9.16K	0.02%	417
2018 Q3	$175K	Sell	4,915 -12	-0.2%	-$422	0.02%	444
2018 Q2	$169K	Sell	4,927 -846	-15%	-$28.7K	0.02%	426
2018 Q1	$198K	Buy	5,773 +1	+0%	+$34	0.03%	393
2017 Q4	$209K	Buy	+5,772	New	+$209K	0.03%	343