Sutton Wealth Advisors’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
2023 Q1	–	Sell	-7	Closed	-$293	–	1127
2022 Q4	$293	Buy	+7	New	+$270	﹤0.01%	1566
2022 Q3	–	Sell	-16	Closed	-$644	–	1678
2022 Q2	$654	Hold	16	–	–	﹤0.01%	1398
2022 Q1	$677	Hold	16	–	–	﹤0.01%	1435
2021 Q4	$664	Buy	+16	New	+$649	﹤0.01%	1437
2020 Q2	–	Sell	-81	Closed	-$3.49K	–	1244
2020 Q1	$3.49K	Buy	+81	New	+$3.75K	﹤0.01%	933
2018 Q3	–	Sell	-827	Closed	-$28.4K	–	1143
2018 Q2	$28.4K	Hold	827	–	–	0.02%	456
2018 Q1	$28.4K	Hold	827	–	–	0.02%	435
2017 Q4	$29.9K	Hold	827	–	–	0.02%	412
2017 Q3	$27.6K	Hold	827	–	–	0.02%	432
2017 Q2	$26.8K	Hold	827	–	–	0.02%	434
2017 Q1	$27.5K	Hold	827	–	–	0.02%	394
2016 Q4	$27.3K	Hold	827	–	–	0.02%	395
2016 Q3	$24.7K	Hold	827	–	–	0.02%	403
2016 Q2	$27.1K	Hold	827	–	–	0.03%	364
2016 Q1	$26.8K	Buy	+827	New	+$24.8K	0.03%	360