WT
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Whittier Trust’s Moelis & Co MC Stock Holding History

Whittier Trust’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-374
Closed -$14.4K – 1597
2023
Q1 		$14.4K Hold
374
– – ﹤0.01% 1227
2022
Q4 		$14.3K Hold
374
– – ﹤0.01% 1214
2022
Q3 		$13K Buy
+374
New +$13K ﹤0.01% 1291