NPA

Nichols & Pratt Advisers’s Independent Bank INDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,750	Closed	-$377K	–	110
2023 Q1	$377K	Hold	5,750	–	–	0.03%	86
2022 Q4	$485K	Hold	5,750	–	–	0.04%	77
2022 Q3	$429K	Buy	5,750 +3,000	+109%	+$224K	0.04%	77
2022 Q2	$218K	Hold	2,750	–	–	0.02%	86
2022 Q1	$225K	Hold	2,750	–	–	0.02%	94
2021 Q4	$224K	Sell	2,750 -1,700	-38%	-$138K	0.02%	94
2021 Q3	$353K	Hold	4,450	–	–	0.03%	87
2021 Q2	$336K	Hold	4,450	–	–	0.03%	90
2021 Q1	$375K	Hold	4,450	–	–	0.03%	85
2020 Q4	$325K	Hold	4,450	–	–	0.03%	84
2020 Q3	$233K	Hold	4,450	–	–	0.02%	93
2020 Q2	$299K	Hold	4,450	–	–	0.03%	84
2020 Q1	$286K	Buy	4,450 +1,200	+37%	+$77.1K	0.03%	83
2019 Q4	$271K	Sell	3,250 -1,200	-27%	-$100K	0.02%	90
2019 Q3	$332K	Hold	4,450	–	–	0.03%	88
2019 Q2	$339K	Hold	4,450	–	–	0.03%	93
2019 Q1	$360K	Hold	4,450	–	–	0.03%	92
2018 Q4	$313K	Hold	4,450	–	–	0.03%	92
2018 Q3	$368K	Hold	4,450	–	–	0.03%	96
2018 Q2	$349K	Hold	4,450	–	–	0.03%	93
2018 Q1	$318K	Hold	4,450	–	–	0.03%	97
2017 Q4	$311K	Hold	4,450	–	–	0.03%	92
2017 Q3	$332K	Hold	4,450	–	–	0.03%	91
2017 Q2	$297K	Hold	4,450	–	–	0.03%	93
2017 Q1	$289K	Sell	4,450 -550	-11%	-$35.7K	0.03%	92
2016 Q4	$352K	Hold	5,000	–	–	0.03%	88
2016 Q3	$270K	Hold	5,000	–	–	0.02%	98
2016 Q2	$229K	Hold	5,000	–	–	0.02%	110
2016 Q1	$230K	Buy	+5,000	New	+$230K	0.02%	109
2015 Q4	–	Sell	-5,000	Closed	-$231K	–	118
2015 Q3	$231K	Hold	5,000	–	–	0.02%	111
2015 Q2	$234K	Hold	5,000	–	–	0.02%	110
2015 Q1	$219K	Hold	5,000	–	–	0.02%	114
2014 Q4	$214K	Buy	+5,000	New	+$214K	0.02%	116