Pathstone Family Office’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 Q1	–	Sell	-7,839	Closed	-$332K	–	1330
2022 Q4	$332K	Sell	7,839 -405	-5%	-$17.1K	﹤0.01%	1219
2022 Q3	$289K	Buy	8,244 +3,291	+66%	+$115K	﹤0.01%	1228
2022 Q2	$203K	Buy	+4,953	New	+$203K	﹤0.01%	957