Caldwell Trust’s Hingham Institution for Saving HIFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$73K	–	718
2024 Q3	$73K	Hold	300	–	–	0.01%	415
2024 Q2	$53.7K	Hold	300	–	–	0.01%	447
2024 Q1	$52.3K	Hold	300	–	–	0.01%	453
2023 Q4	$58.3K	Hold	300	–	–	0.01%	428
2023 Q3	$56K	Hold	300	–	–	0.01%	423
2023 Q2	$64K	Hold	300	–	–	0.01%	413
2023 Q1	$70K	Hold	300	–	–	0.01%	389
2022 Q4	$82.8K	Hold	300	–	–	0.01%	364
2022 Q3	$75.3K	Hold	300	–	–	0.01%	369
2022 Q2	$85.1K	Hold	300	–	–	0.01%	373
2022 Q1	$103K	Hold	300	–	–	0.01%	362
2021 Q4	$126K	Hold	300	–	–	0.01%	343
2021 Q3	$101K	Hold	300	–	–	0.01%	358
2021 Q2	$87.2K	Hold	300	–	–	0.01%	381
2021 Q1	$85.1K	Hold	300	–	–	0.01%	368
2020 Q4	$64.8K	Hold	300	–	–	0.01%	385
2020 Q3	$55.2K	Hold	300	–	–	0.01%	394
2020 Q2	$50.3K	Hold	300	–	–	0.01%	409
2020 Q1	$43.5K	Hold	300	–	–	0.01%	430
2019 Q4	$63.1K	Buy	+300	New	+$57.8K	0.01%	423