EWM
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Elite Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Elite Wealth Management’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,202
Closed -$584K – 46
2020
Q2 		$584K Sell
16,202
-996
-6% -$38.6K 0.17% 30
2020
Q1 		$740K Buy
+17,198
New +$795K 0.58% 26
2014
Q4 		– Sell
-1,200
Closed -$32K – 216
2014
Q3 		$32K Hold
1,200
– – 0.03% 148
2014
Q2 		$30K Hold
1,200
– – 0.03% 143
2014
Q1 		$31K Hold
1,200
– – 0.03% 157
2013
Q4 		$31K Sell
1,200
-250
-17% -$6.47K 0.02% 215
2013
Q3 		$36K Buy
1,450
+1,200
+480% +$30.9K 0.03% 192
2013
Q2 		$6K Buy
+250
New +$6.66K 0.01% 237

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