Cape Investment Advisory’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,307	Closed	-$11.8K	–	970
2024 Q2	$11.8K	Sell	1,307 -1,179	-47%	-$10.6K	0.01%	497
2024 Q1	$28K	Sell	2,486 -569	-19%	-$6.41K	0.01%	395
2023 Q4	$43.4K	Buy	+3,055	New	+$43.4K	0.02%	372