KWA
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Kingswood Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Kingswood Wealth Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Sell
110,891
-57,116
-34% -$607K 0.09% 231
2025
Q1 		$1.84M Buy
+168,007
New +$1.84M 0.17% 148