Whittier Trust’s WM Technology MAPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,511
| Closed | -$7.55K | – | 1544 |
|
|
2024
Q4 | $7.55K | Hold |
5,511
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q3 | $4.79K | Hold |
5,511
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q2 | $5.68K | Hold |
5,511
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q1 | $7.27K | Hold |
5,511
| – | – | ﹤0.01% | 1313 |
|
|
2023
Q4 | $3.97K | Hold |
5,511
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q3 | $7.22K | Hold |
5,511
| – | – | ﹤0.01% | 1312 |
|
|
2023
Q2 | $4.57K | Hold |
5,511
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q1 | $4.63K | Hold |
5,511
| – | – | ﹤0.01% | 1401 |
|
|
2022
Q4 | $5.51K | Hold |
5,511
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q3 | $9K | Hold |
5,511
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q2 | $18K | Hold |
5,511
| – | – | ﹤0.01% | 1197 |
|
|
2022
Q1 | $43K | Hold |
5,511
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q4 | $33K | Hold |
5,511
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q3 | $80K | Hold |
5,511
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $98K | Hold |
5,511
| – | – | ﹤0.01% | 806 |
|
|
2021
Q1 | $101K | Buy |
+5,511
| New | +$101K | ﹤0.01% | 775 |
|