Regal Wealth Group’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
2021 Q2	–	Sell	-1,875	Closed	-$83K	–	137
2021 Q1	$83K	Buy	1,875 +17	+0.9%	+$623	0.05%	70
2020 Q4	$66K	Buy	1,858 +16	+0.9%	+$566	0.04%	79
2020 Q3	$61K	Buy	1,842 +19	+1%	+$666	0.05%	74
2020 Q2	$66K	Buy	1,823 +773	+74%	+$30K	0.05%	70
2020 Q1	$45K	Buy	1,050 +7	+0.7%	+$324	0.04%	76
2019 Q4	$49K	Buy	1,043 +8	+0.8%	+$358	0.03%	84
2019 Q3	$47K	Buy	1,035 +7	+0.7%	+$311	0.03%	78
2019 Q2	$45K	Buy	1,028 +8	+0.8%	+$335	0.03%	78
2019 Q1	$42K	Buy	1,020 +8	+0.8%	+$304	0.03%	80
2018 Q4	$37K	Buy	1,012 +8	+0.8%	+$297	0.03%	77
2018 Q3	$36K	Buy	1,004 +8	+0.8%	+$281	0.02%	81
2018 Q2	$34K	Buy	996 +10	+1%	+$340	0.04%	86
2018 Q1	$34K	Buy	986 +9	+0.9%	+$304	0.03%	84
2017 Q4	$35K	Buy	977 +8	+0.8%	+$290	0.02%	83
2017 Q3	$32K	Buy	969 +9	+0.9%	+$298	0.02%	82
2017 Q2	$31K	Buy	960 +8	+0.8%	+$266	0.02%	81
2017 Q1	$32K	Buy	952 +9	+1%	+$299	0.02%	78
2016 Q4	$31K	Buy	943 +9	+1%	+$274	0.03%	77
2016 Q3	$28K	Buy	934 +10	+1%	+$307	0.03%	82
2016 Q2	$30K	Buy	924 +8	+0.9%	+$264	0.03%	75
2016 Q1	$30K	Buy	916 +9	+1%	+$270	0.03%	74
2015 Q4	$26K	Buy	+907	New	+$26.1K	0.03%	81