WealthPLAN Partners’s Hawaiian Electric Industries HE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-265	Closed	-$9.61K	–	646
2023 Q2	$9.61K	Buy	265 +2	+0.8%	+$73	﹤0.01%	798
2023 Q1	$10.1K	Buy	+263	New	+$10.1K	﹤0.01%	859