Venturi Wealth Management’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 Q1	–	Sell	-10,780	Closed	-$105K	–	1118
2024 Q4	$105K	Buy	10,780 +8,025	+291%	+$78.1K	0.01%	751
2024 Q3	$26.7K	Sell	2,755 -18	-0.6%	-$174	﹤0.01%	946
2024 Q2	$25K	Buy	2,773 +2,446	+748%	+$22.1K	﹤0.01%	882
2024 Q1	$3.69K	Buy	+327	New	+$3.69K	﹤0.01%	1147