Whittier Trust’s Calix CALX Stock Holding History

Whittier Trust’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.32K	Hold	100	–	–	﹤0.01%	1337
2025 Q1	$3.54K	Hold	100	–	–	﹤0.01%	1361
2024 Q4	$3.49K	Hold	100	–	–	﹤0.01%	1412
2024 Q3	$3.88K	Hold	100	–	–	﹤0.01%	1405
2024 Q2	$3.54K	Sell	100 -515	-84%	-$18.2K	﹤0.01%	1377
2024 Q1	$20.4K	Buy	615 +515	+515%	+$17.1K	﹤0.01%	1121
2023 Q4	$4.37K	Hold	100	–	–	﹤0.01%	1340
2023 Q3	$4.58K	Hold	100	–	–	﹤0.01%	1389
2023 Q2	$4.99K	Hold	100	–	–	﹤0.01%	1367
2023 Q1	$5.36K	Hold	100	–	–	﹤0.01%	1386
2022 Q4	$6.84K	Hold	100	–	–	﹤0.01%	1349
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	1409
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	1503
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	1475
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	1338
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	1328
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	1351
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	1395
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	1284
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	1323
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	1318
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	1378
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	1408
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	1425
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	1263
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	1255
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	1269
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	1214
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	1207
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	1247
2017 Q4	$1K	Hold	100	–	–	﹤0.01%	1224
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	1266
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	1192
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	1289
2016 Q4	$1K	Hold	100	–	–	﹤0.01%	1143
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	1136
2016 Q2	$1K	Hold	100	–	–	﹤0.01%	1158
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	1140
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	1150
2015 Q3	$1K	Hold	100	–	–	﹤0.01%	1124
2015 Q2	$1K	Hold	100	–	–	﹤0.01%	1171
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	1191
2014 Q4	$1K	Hold	100	–	–	﹤0.01%	1042
2014 Q3	$1K	Hold	100	–	–	﹤0.01%	1020
2014 Q2	$1K	Hold	100	–	–	﹤0.01%	1018
2014 Q1	$1K	Hold	100	–	–	﹤0.01%	1045
2013 Q4	$1K	Hold	100	–	–	﹤0.01%	1045
2013 Q3	$1K	Hold	100	–	–	﹤0.01%	1041
2013 Q2	$1K	Buy	+100	New	+$1K	﹤0.01%	1043