Hoxton Planning & 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
2024 Q1	–	Sell	-18,420	Closed	-$261K	–	167
2023 Q4	$261K	Buy	18,420 +4,070	+28%	+$57.7K	0.14%	117
2023 Q3	$177K	Buy	+14,350	New	+$177K	0.11%	136