Whittier Trust’s NACCO Industries NC Stock Holding History

Whittier Trust’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-75	Closed	-$2.74K	–	1541
2023 Q4	$2.74K	Hold	75	–	–	﹤0.01%	1378
2023 Q3	$2.63K	Hold	75	–	–	﹤0.01%	1440
2023 Q2	$2.6K	Hold	75	–	–	﹤0.01%	1430
2023 Q1	$2.7K	Hold	75	–	–	﹤0.01%	1462
2022 Q4	$2.85K	Hold	75	–	–	﹤0.01%	1453
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	1488
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	1511
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	1530
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	1474
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	1423
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	1454
2021 Q1	$2K	Hold	75	–	–	﹤0.01%	1447
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	1332
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	1388
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	1289
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	1342
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	1275
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	1256
2019 Q2	$4K	Hold	75	–	–	﹤0.01%	1174
2019 Q1	$3K	Hold	75	–	–	﹤0.01%	1178
2018 Q4	$3K	Hold	75	–	–	﹤0.01%	1211
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	1193
2018 Q2	$3K	Hold	75	–	–	﹤0.01%	1149
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	1219
2017 Q4	$3K	Sell	75 -253	-77%	-$10.1K	﹤0.01%	1171
2017 Q3	$6K	Hold	328	–	–	﹤0.01%	1111
2017 Q2	$5K	Hold	328	–	–	﹤0.01%	1091
2017 Q1	$5K	Hold	328	–	–	﹤0.01%	1141
2016 Q4	$7K	Hold	328	–	–	﹤0.01%	1009
2016 Q3	$5K	Hold	328	–	–	﹤0.01%	1038
2016 Q2	$4K	Hold	328	–	–	﹤0.01%	1082
2016 Q1	$4K	Hold	328	–	–	﹤0.01%	1069
2015 Q4	$3K	Sell	328 -438	-57%	-$4.01K	﹤0.01%	1094
2015 Q3	$8K	Hold	766	–	–	﹤0.01%	984
2015 Q2	$11K	Hold	766	–	–	﹤0.01%	1003
2015 Q1	$9K	Hold	766	–	–	﹤0.01%	1033
2014 Q4	$10K	Hold	766	–	–	﹤0.01%	881
2014 Q3	$9K	Hold	766	–	–	﹤0.01%	875
2014 Q2	$9K	Hold	766	–	–	﹤0.01%	884
2014 Q1	$9K	Hold	766	–	–	﹤0.01%	901
2013 Q4	$11K	Hold	766	–	–	﹤0.01%	886
2013 Q3	$10K	Hold	766	–	–	﹤0.01%	896
2013 Q2	$10K	Buy	+766	New	+$10K	﹤0.01%	889