Caldwell Trust’s Hawaiian Electric Industries HE Stock Holding History

Caldwell Trust’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-50
2021 Q2	$2.11K	Hold	50
2021 Q1	$2.22K	Hold	50
2020 Q4	$1.77K	Hold	50
2020 Q3	$1.66K	Hold	50
2020 Q2	$1.8K	Hold	50
2020 Q1	$2.15K	Sell	50 -50
2019 Q4	$4.69K	Buy	+100