Bank of Montreal’s Hingham Institution for Saving HIFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,382
| Closed | -$1.92M | – | 3493 |
|
|
2023
Q2 | $1.92M | Buy |
+8,382
| New | +$1.92M | ﹤0.01% | 1569 |
|
|
2021
Q2 | – | Sell |
-377
| Closed | -$108K | – | 3947 |
|
|
2021
Q1 | $108K | Sell |
377
-193
| -34% | -$55.3K | ﹤0.01% | 2973 |
|
|
2020
Q4 | $126K | Buy |
570
+140
| +33% | +$30.9K | ﹤0.01% | 3017 |
|
|
2020
Q3 | $81K | Sell |
430
-50
| -10% | -$9.42K | ﹤0.01% | 2807 |
|
|
2020
Q2 | $75K | Buy |
480
+104
| +28% | +$16.3K | ﹤0.01% | 2870 |
|
|
2020
Q1 | $51K | Sell |
376
-141
| -27% | -$19.1K | ﹤0.01% | 2590 |
|
|
2019
Q4 | $108K | Buy |
517
+41
| +9% | +$8.57K | ﹤0.01% | 2951 |
|
|
2019
Q3 | $90K | Buy |
476
+18
| +4% | +$3.4K | ﹤0.01% | 2883 |
|
|
2019
Q2 | $91K | Buy |
458
+125
| +38% | +$24.8K | ﹤0.01% | 2945 |
|
|
2019
Q1 | $57K | Sell |
333
-52
| -14% | -$8.9K | ﹤0.01% | 2898 |
|
|
2018
Q4 | $77K | Buy |
385
+3
| +0.8% | +$600 | ﹤0.01% | 2759 |
|
|
2018
Q3 | $84K | Sell |
382
-3
| -0.8% | -$660 | ﹤0.01% | 2875 |
|
|
2018
Q2 | $85K | Sell |
385
-2
| -0.5% | -$442 | ﹤0.01% | 2892 |
|
|
2018
Q1 | $80K | Hold |
387
| – | – | ﹤0.01% | 2805 |
|
|
2017
Q4 | $80K | Buy |
387
+5
| +1% | +$1.03K | ﹤0.01% | 2799 |
|
|
2017
Q3 | $73K | Hold |
382
| – | – | ﹤0.01% | 2840 |
|
|
2017
Q2 | $69K | Sell |
382
-11
| -3% | -$1.99K | ﹤0.01% | 2831 |
|
|
2017
Q1 | $70K | Hold |
393
| – | – | ﹤0.01% | 2719 |
|
|
2016
Q4 | $66K | Hold |
393
| – | – | ﹤0.01% | 2728 |
|
|
2016
Q3 | $54K | Hold |
393
| – | – | ﹤0.01% | 2769 |
|
|
2016
Q2 | $48K | Buy |
393
+122
| +45% | +$14.9K | ﹤0.01% | 2810 |
|
|
2016
Q1 | $32K | Sell |
271
-1
| -0.4% | -$118 | ﹤0.01% | 2975 |
|
|
2015
Q4 | $33K | Sell |
272
-41
| -13% | -$4.97K | ﹤0.01% | 2988 |
|
|
2015
Q3 | $36K | Buy |
+313
| New | +$36K | ﹤0.01% | 2810 |
|
|
2015
Q2 | – | Sell |
-30
| Closed | -$3K | – | 3739 |
|
|
2015
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 3485 |
|
|
2014
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 3379 |
|
|
2014
Q3 | $2K | Sell |
30
-527
| -95% | -$35.1K | ﹤0.01% | 3449 |
|
|
2014
Q2 | $44K | Buy |
557
+30
| +6% | +$2.37K | ﹤0.01% | 2844 |
|
|
2014
Q1 | $41K | Buy |
+527
| New | +$41K | ﹤0.01% | 2697 |
|