WT
Whittier Trust’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
209
| – | – | ﹤0.01% | 1008 |
|
|
2025
Q1 | $37.8K | Hold |
209
| – | – | ﹤0.01% | 985 |
|
|
2024
Q4 | $43.7K | Hold |
209
| – | – | ﹤0.01% | 956 |
|
|
2024
Q3 | $44.8K | Hold |
209
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $42.1K | Buy |
209
+58
| +38% | +$11.7K | ﹤0.01% | 946 |
|
|
2024
Q1 | $36.8K | Hold |
151
| – | – | ﹤0.01% | 995 |
|
|
2023
Q4 | $32.8K | Sell |
151
-5
| -3% | -$1.09K | ﹤0.01% | 993 |
|
|
2023
Q3 | $32.5K | Buy |
156
+5
| +3% | +$1.04K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $32.5K | Hold |
151
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $34.9K | Hold |
151
| – | – | ﹤0.01% | 1030 |
|
|
2022
Q4 | $34.5K | Hold |
151
| – | – | ﹤0.01% | 1029 |
|
|
2022
Q3 | $30K | Hold |
151
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q2 | $27K | Hold |
151
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q1 | $29K | Hold |
151
| – | – | ﹤0.01% | 1107 |
|
|
2021
Q4 | $36K | Hold |
151
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q3 | $31K | Sell |
151
-65
| -30% | -$13.3K | ﹤0.01% | 1035 |
|
|
2021
Q2 | $48K | Hold |
216
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $45K | Buy |
216
+151
| +232% | +$31.5K | ﹤0.01% | 958 |
|
|
2020
Q4 | $13K | Buy |
+65
| New | +$13K | ﹤0.01% | 1120 |
|
|
2018
Q3 | – | Sell |
-20
| Closed | -$3K | – | 1278 |
|
|
2018
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1142 |
|
|
2018
Q1 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1185 |
|