Moisand Fitzgerald Tamayo’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-101	Closed	-$1.07K	–	586
2025 Q2	$1.07K	Hold	101	–	–	﹤0.01%	538
2025 Q1	$1.11K	Hold	101	–	–	﹤0.01%	533
2024 Q4	$983	Hold	101	–	–	﹤0.01%	558
2024 Q3	$978	Hold	101	–	–	﹤0.01%	571
2024 Q2	$911	Hold	101	–	–	﹤0.01%	544
2024 Q1	$1.14K	Hold	101	–	–	﹤0.01%	518
2023 Q4	$1.43K	Sell	101 -442	-81%	-$5.75K	﹤0.01%	568
2023 Q3	$6.68K	Buy	543 +15	+3%	+$365	﹤0.01%	386
2023 Q2	$19.1K	Buy	528 +5	+1%	+$188	﹤0.01%	258
2023 Q1	$20.1K	Buy	523 +5	+1%	+$203	﹤0.01%	261
2022 Q4	$21.7K	Buy	518 +4	+0.8%	+$154	﹤0.01%	244
2022 Q3	$18K	Buy	514 +5	+1%	+$201	﹤0.01%	237
2022 Q2	$21K	Buy	+509	New	+$21.4K	0.01%	222
2022 Q1	–	Sell	-501	Closed	-$21K	–	563
2021 Q4	$21K	Buy	+501	New	+$20.3K	0.01%	206