Geneos Wealth Management’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
Q2 | – | Sell |
-8
| Closed | -$1.87K | – | 2090 |
|
|
2023
Q1 | $1.87K | Buy |
+8
| New | +$1.87K | ﹤0.01% | 1913 |
|
|
2022
Q1 | – | Sell |
-249
| Closed | -$104K | – | 2851 |
|
|
2021
Q4 | $104K | Hold |
249
| – | – | ﹤0.01% | 1151 |
|
|
2021
Q3 | $85K | Hold |
249
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q2 | $73K | Hold |
249
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q1 | $75K | Hold |
249
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q4 | $70K | Buy |
249
+9
| +4% | +$2.53K | ﹤0.01% | 1295 |
|
|
2020
Q3 | $44K | Hold |
240
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q2 | $38K | Hold |
240
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q1 | $34K | Hold |
240
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q4 | $50K | Hold |
240
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q3 | $45K | Hold |
240
| – | – | ﹤0.01% | 1235 |
|
|
2019
Q2 | $47K | Hold |
240
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q1 | $41K | Hold |
240
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q4 | $47K | Hold |
240
| – | – | ﹤0.01% | 1127 |
|
|
2018
Q3 | $52K | Hold |
240
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q2 | $52K | Hold |
240
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q1 | $49K | Hold |
240
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q4 | $49K | Hold |
240
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q3 | $45K | Buy |
+240
| New | +$45K | ﹤0.01% | 993 |
|