Martingale Asset 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 |
-1,090
| Closed | -$254K | – | 839 |
|
|
2023
Q1 | $254K | Hold |
1,090
| – | – | ﹤0.01% | 734 |
|
|
2022
Q4 | $301K | Hold |
1,090
| – | – | 0.01% | 723 |
|
|
2022
Q3 | $275K | Hold |
1,090
| – | – | 0.01% | 723 |
|
|
2022
Q2 | $310K | Hold |
1,090
| – | – | 0.01% | 727 |
|
|
2022
Q1 | $375K | Hold |
1,090
| – | – | 0.01% | 692 |
|
|
2021
Q4 | $458K | Buy |
1,090
+200
| +22% | +$84K | 0.01% | 661 |
|
|
2021
Q3 | $301K | Buy |
+890
| New | +$301K | ﹤0.01% | 750 |
|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$203K | – | 960 |
|
|
2020
Q3 | $203K | Buy |
+1,100
| New | +$203K | ﹤0.01% | 972 |
|
|
2020
Q1 | – | Sell |
-1,100
| Closed | -$232K | – | 987 |
|
|
2019
Q4 | $232K | Hold |
1,100
| – | – | ﹤0.01% | 939 |
|
|
2019
Q3 | $208K | Hold |
1,100
| – | – | ﹤0.01% | 972 |
|
|
2019
Q2 | $218K | Sell |
1,100
-300
| -21% | -$59.5K | ﹤0.01% | 984 |
|
|
2019
Q1 | $241K | Hold |
1,400
| – | – | ﹤0.01% | 975 |
|
|
2018
Q4 | $277K | Sell |
1,400
-200
| -13% | -$39.6K | ﹤0.01% | 929 |
|
|
2018
Q3 | $352K | Hold |
1,600
| – | – | ﹤0.01% | 887 |
|
|
2018
Q2 | $352K | Hold |
1,600
| – | – | ﹤0.01% | 911 |
|
|
2018
Q1 | $330K | Sell |
1,600
-2,300
| -59% | -$474K | ﹤0.01% | 871 |
|
|
2017
Q4 | $808K | Sell |
3,900
-1,400
| -26% | -$290K | 0.01% | 738 |
|
|
2017
Q3 | $1.01M | Sell |
5,300
-900
| -15% | -$171K | 0.01% | 724 |
|
|
2017
Q2 | $1.13M | Hold |
6,200
| – | – | 0.02% | 694 |
|
|
2017
Q1 | $1.1M | Buy |
6,200
+600
| +11% | +$106K | 0.02% | 698 |
|
|
2016
Q4 | $1.1M | Buy |
5,600
+2,700
| +93% | +$531K | 0.02% | 691 |
|
|
2016
Q3 | $402K | Buy |
+2,900
| New | +$402K | 0.01% | 841 |
|