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Optimize Financial’s Hawaiian Electric Industries HE Stock Holding History

Optimize Financial’s Portfolio HE Stock Details HE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$251K Sell
23,643
-170
-0.7% -$1.81K 0.15% 183
2025
Q1 		$261K Buy
+23,813
New +$261K 0.19% 153