Spire Wealth Management’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
2024 Q4	–	Sell	-200	Closed	-$1.94K	–	2475
2024 Q3	$1.94K	Hold	200	–	–	﹤0.01%	2009
2024 Q2	$1.8K	Sell	200 -2	-1%	-$21	﹤0.01%	2026
2024 Q1	$2.28K	Buy	202 +2	+1%	+$25	﹤0.01%	2061
2023 Q4	$2.54K	Hold	200	–	–	﹤0.01%	2096
2023 Q3	$2.46K	Hold	200	–	–	﹤0.01%	2090
2023 Q2	$7.24K	Hold	200	–	–	﹤0.01%	1903
2023 Q1	$7.68K	Buy	+200	New	+$8.11K	﹤0.01%	1929
2022 Q3	–	Sell	-200	Closed	-$8K	–	2362
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	1988
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	2103
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	2441
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	2153
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	2193
2021 Q1	$9K	Buy	+200	New	+$7.33K	﹤0.01%	2440