Integrated Wealth Concepts’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	-970	Closed	-$207K	–	1585
2023 Q2	$207K	Buy	970 +100	+11%	+$21.3K	﹤0.01%	1414
2023 Q1	$203K	Buy	+870	New	+$203K	﹤0.01%	1217