Whittier Trust’s Asure Software ASUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-52,623
| Closed | -$495K | – | 1495 |
|
|
2024
Q4 | $495K | Sell |
52,623
-404,788
| -88% | -$3.81M | 0.01% | 500 |
|
|
2024
Q3 | $4.14M | Buy |
+457,411
| New | +$4.14M | 0.06% | 221 |
|
|
2018
Q1 | – | Sell |
-90
| Closed | -$1K | – | 1320 |
|
|
2017
Q4 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 1223 |
|