Integrated Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Integrated Wealth Management’s Portfolio HE Stock Details HE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$65K	Hold
2016 Q2	$72K	Hold
2016 Q1	$71K	Hold
2015 Q4	$63K	Hold
2015 Q3	$63K	Hold
2015 Q2	$65K	Buy
2015 Q1	$68K	Buy