Whittier Trust’s Interactive Brokers IBKR Stock Holding History

Whittier Trust’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$106K	Buy
2025 Q1	$52.3K	Hold
2024 Q4	$55.8K	Buy
2024 Q3	$7.38K	Buy
2023 Q4	–	Sell
2023 Q3	$6.49K	Buy