Evergreen 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	$184K	Buy	17,355 +1,281	+8%	+$13.6K	0.01%	1049
2025 Q1	$176K	Buy	+16,074	New	+$176K	0.01%	1017
2024 Q3	–	Sell	-10,123	Closed	-$91.3K	–	1026
2024 Q2	$91.3K	Buy	+10,123	New	+$91.3K	﹤0.01%	917