Whittier Trust’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-576
| Closed | -$33K | – | 1773 |
|
|
2021
Q4 | $33K | Buy |
576
+415
| +258% | +$23.8K | ﹤0.01% | 1064 |
|
|
2021
Q3 | $8K | Hold |
161
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q2 | $7K | Hold |
161
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q1 | $6K | Hold |
161
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q4 | $7K | Hold |
161
| – | – | ﹤0.01% | 1204 |
|
|
2020
Q3 | $6K | Hold |
161
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q2 | $5K | Hold |
161
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q1 | $4K | Sell |
161
-37
| -19% | -$919 | ﹤0.01% | 1276 |
|
|
2019
Q4 | $8K | Hold |
198
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q3 | $8K | Buy |
198
+161
| +435% | +$6.51K | ﹤0.01% | 1184 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1331 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 1263 |
|
|
2018
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 1315 |
|
|
2017
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1282 |
|