Coldstream Capital Management’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,418	Closed	-$37.4K	–	2052
2025 Q1	$37.4K	Buy	+3,418	New	+$37.4K	﹤0.01%	1843
2020 Q1	–	Sell	-44,138	Closed	-$2.07M	–	315
2019 Q4	$2.07M	Sell	44,138 -32	-0.1%	-$1.5K	0.17%	88
2019 Q3	$2.02M	Buy	+44,170	New	+$2.02M	0.17%	94