Optimum Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$14.5K	–	719
2023 Q2	$14.5K	Hold	400	–	–	0.01%	510
2023 Q1	$15.4K	Hold	400	–	–	0.01%	514
2022 Q4	$16.7K	Hold	400	–	–	0.01%	513
2022 Q3	$14K	Hold	400	–	–	0.01%	542
2022 Q2	$16K	Hold	400	–	–	0.01%	543
2022 Q1	$17K	Hold	400	–	–	0.01%	581
2021 Q4	$17K	Hold	400	–	–	0.01%	612
2021 Q3	$16K	Hold	400	–	–	0.01%	618
2021 Q2	$17K	Hold	400	–	–	0.01%	681
2021 Q1	$18K	Hold	400	–	–	0.01%	679
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	677
2020 Q3	$13K	Hold	400	–	–	﹤0.01%	663
2020 Q2	$14K	Hold	400	–	–	﹤0.01%	652
2020 Q1	$17K	Hold	400	–	–	0.01%	607
2019 Q4	$19K	Hold	400	–	–	0.01%	679
2019 Q3	$18K	Hold	400	–	–	0.01%	696
2019 Q2	$17K	Hold	400	–	–	0.01%	705
2019 Q1	$16K	Hold	400	–	–	0.01%	727
2018 Q4	$15K	Hold	400	–	–	0.01%	696
2018 Q3	$14K	Hold	400	–	–	﹤0.01%	792
2018 Q2	$14K	Hold	400	–	–	﹤0.01%	793
2018 Q1	$14K	Buy	+400	New	+$14K	﹤0.01%	772
2015 Q1	$13K	Hold	400	–	–	﹤0.01%	770
2014 Q4	$13K	Hold	400	–	–	﹤0.01%	809
2014 Q3	$11K	Hold	400	–	–	﹤0.01%	748
2014 Q2	$10K	Hold	400	–	–	﹤0.01%	771
2014 Q1	$10K	Hold	400	–	–	﹤0.01%	596
2013 Q4	$10K	Hold	400	–	–	﹤0.01%	611
2013 Q3	$10K	Buy	+400	New	+$10K	﹤0.01%	579