Impact Partnership Wealth’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 Q2	–	Sell	-14,263	Closed	-$161K	–	421
2024 Q1	$161K	Sell	14,263 -2,397	-14%	-$27K	0.06%	207
2023 Q4	$236K	Buy	+16,660	New	+$236K	0.09%	154