Potentia Wealth’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$114K	Sell	10,717 -6,134	-36%	-$65.2K	0.06%	71
2025 Q1	$185K	Sell	16,851 -10,153	-38%	-$111K	0.09%	89
2024 Q4	$263K	Buy	+27,004	New	+$263K	0.12%	86