Whittier Trust’s EchoStar SATS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21
| Closed | -$521 | – | 1598 |
|
|
2024
Q3 | $521 | Sell |
21
-1
| -5% | -$25 | ﹤0.01% | 1519 |
|
|
2024
Q2 | $391 | Hold |
22
| – | – | ﹤0.01% | 1494 |
|
|
2024
Q1 | $313 | Buy |
22
+7
| +47% | +$100 | ﹤0.01% | 1489 |
|
|
2023
Q4 | $247 | Hold |
15
| – | – | ﹤0.01% | 1490 |
|
|
2023
Q3 | $251 | Hold |
15
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q2 | $259 | Hold |
15
| – | – | ﹤0.01% | 1532 |
|
|
2023
Q1 | $273 | Hold |
15
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q4 | $249 | Hold |
15
| – | – | ﹤0.01% | 1592 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1747 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1757 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q4 | $0 | Sell |
15
-14
| -48% | – | ﹤0.01% | 1604 |
|
|
2021
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 1467 |
|
|
2021
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 1494 |
|
|
2021
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 1492 |
|
|
2020
Q4 | $1K | Sell |
29
-1
| -3% | -$34 | ﹤0.01% | 1375 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1425 |
|
|
2019
Q4 | $1K | Buy |
30
+1
| +3% | +$33 | ﹤0.01% | 1462 |
|
|
2019
Q3 | $1K | Sell |
29
-7
| -19% | -$241 | ﹤0.01% | 1494 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1322 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1334 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1235 |
|
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q4 | $2K | Sell |
36
-169
| -82% | -$9.39K | ﹤0.01% | 1201 |
|
|
2017
Q3 | $9K | Hold |
205
| – | – | ﹤0.01% | 1053 |
|
|
2017
Q2 | $10K | Hold |
205
| – | – | ﹤0.01% | 997 |
|
|
2017
Q1 | $9K | Buy |
205
+169
| +469% | +$7.42K | ﹤0.01% | 1024 |
|
|
2016
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1164 |
|
|
2016
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 1157 |
|
|
2016
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1175 |
|
|
2016
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1159 |
|
|
2015
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1167 |
|
|
2015
Q3 | $1K | Sell |
36
-47
| -57% | -$1.31K | ﹤0.01% | 1144 |
|
|
2015
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 1125 |
|
|
2015
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 1145 |
|
|
2014
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 976 |
|
|
2014
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 983 |
|
|
2014
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 961 |
|
|
2014
Q1 | $3K | Sell |
83
-139
| -63% | -$5.02K | ﹤0.01% | 1004 |
|
|
2013
Q4 | $9K | Hold |
222
| – | – | ﹤0.01% | 905 |
|
|
2013
Q3 | $8K | Sell |
222
-24
| -10% | -$865 | ﹤0.01% | 926 |
|
|
2013
Q2 | $8K | Buy |
+246
| New | +$8K | ﹤0.01% | 921 |
|