Ropes Wealth Advisors’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 Q1	–	Sell	-775	Closed	-$214K	–	266
2022 Q4	$214K	Buy	+775	New	+$214K	0.04%	258
2022 Q3	–	Sell	-775	Closed	-$220K	–	268
2022 Q2	$220K	Hold	775	–	–	0.05%	248
2022 Q1	$266K	Hold	775	–	–	0.05%	251
2021 Q4	$325K	Hold	775	–	–	0.06%	213
2021 Q3	$261K	Hold	775	–	–	0.04%	245
2021 Q2	$225K	Sell	775 -70	-8%	-$20.3K	0.04%	247
2021 Q1	$253K	Hold	845	–	–	0.04%	220
2020 Q4	$183K	Sell	845 -105	-11%	-$22.7K	0.03%	238
2020 Q3	$175K	Hold	950	–	–	0.03%	213
2020 Q2	$159K	Hold	950	–	–	0.03%	207
2020 Q1	$138K	Hold	950	–	–	0.03%	201
2019 Q4	$200K	Hold	950	–	–	0.04%	212
2019 Q3	$180K	Hold	950	–	–	0.04%	224
2019 Q2	$188K	Hold	950	–	–	0.04%	224
2019 Q1	$163K	Hold	950	–	–	0.04%	235
2018 Q4	$188K	Hold	950	–	–	0.05%	212
2018 Q3	$209K	Hold	950	–	–	0.05%	224
2018 Q2	$209K	Hold	950	–	–	0.06%	221
2018 Q1	$196K	Hold	950	–	–	0.05%	217
2017 Q4	$197K	Hold	950	–	–	0.05%	216
2017 Q3	$181K	Sell	950 -550	-37%	-$105K	0.05%	222
2017 Q2	$273K	Hold	1,500	–	–	0.08%	190
2017 Q1	$265K	Hold	1,500	–	–	0.08%	195
2016 Q4	$295K	Hold	1,500	–	–	0.09%	171
2016 Q3	$208K	Hold	1,500	–	–	0.07%	192
2016 Q2	$184K	Hold	1,500	–	–	0.06%	189
2016 Q1	$179K	Hold	1,500	–	–	0.08%	152
2015 Q4	$180K	Hold	1,500	–	–	0.08%	159
2015 Q3	$174K	Hold	1,500	–	–	0.09%	140
2015 Q2	$173K	Hold	1,500	–	–	0.09%	130
2015 Q1	$149K	Buy	+1,500	New	+$149K	0.08%	144