Whittier Trust’s Whirlpool WHR Stock Holding History

Whittier Trust’s Portfolio WHR Stock Details WHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45	Closed	-$5.48K	–	1565
2023 Q4	$5.48K	Sell	45 -24	-35%	-$2.92K	﹤0.01%	1318
2023 Q3	$9.22K	Buy	69 +2	+3%	+$267	﹤0.01%	1278
2023 Q2	$9.97K	Hold	67	–	–	﹤0.01%	1271
2023 Q1	$8.84K	Sell	67 -470	-88%	-$62K	﹤0.01%	1324
2022 Q4	$76K	Hold	537	–	–	﹤0.01%	884
2022 Q3	$72K	Sell	537 -5	-0.9%	-$670	﹤0.01%	895
2022 Q2	$84K	Buy	542 +5	+0.9%	+$775	﹤0.01%	835
2022 Q1	$93K	Hold	537	–	–	﹤0.01%	838
2021 Q4	$126K	Hold	537	–	–	﹤0.01%	775
2021 Q3	$109K	Hold	537	–	–	﹤0.01%	760
2021 Q2	$117K	Hold	537	–	–	﹤0.01%	762
2021 Q1	$118K	Hold	537	–	–	﹤0.01%	747
2020 Q4	$97K	Hold	537	–	–	﹤0.01%	721
2020 Q3	$99K	Sell	537 -45	-8%	-$8.3K	﹤0.01%	705
2020 Q2	$75K	Hold	582	–	–	﹤0.01%	726
2020 Q1	$50K	Hold	582	–	–	﹤0.01%	810
2019 Q4	$86K	Hold	582	–	–	﹤0.01%	729
2019 Q3	$92K	Buy	582 +45	+8%	+$7.11K	﹤0.01%	720
2019 Q2	$76K	Hold	537	–	–	﹤0.01%	713
2019 Q1	$71K	Hold	537	–	–	﹤0.01%	715
2018 Q4	$57K	Hold	537	–	–	﹤0.01%	752
2018 Q3	$64K	Hold	537	–	–	﹤0.01%	720
2018 Q2	$79K	Hold	537	–	–	﹤0.01%	669
2018 Q1	$82K	Hold	537	–	–	﹤0.01%	680
2017 Q4	$91K	Hold	537	–	–	﹤0.01%	638
2017 Q3	$99K	Hold	537	–	–	﹤0.01%	612
2017 Q2	$103K	Hold	537	–	–	﹤0.01%	573
2017 Q1	$92K	Hold	537	–	–	﹤0.01%	603
2016 Q4	$98K	Buy	537 +67	+14%	+$12.2K	﹤0.01%	591
2016 Q3	$76K	Hold	470	–	–	﹤0.01%	628
2016 Q2	$78K	Hold	470	–	–	﹤0.01%	638
2016 Q1	$85K	Hold	470	–	–	﹤0.01%	619
2015 Q4	$69K	Hold	470	–	–	﹤0.01%	664
2015 Q3	$69K	Hold	470	–	–	﹤0.01%	653
2015 Q2	$81K	Hold	470	–	–	﹤0.01%	642
2015 Q1	$95K	Hold	470	–	–	﹤0.01%	602
2014 Q4	$91K	Hold	470	–	–	﹤0.01%	565
2014 Q3	$68K	Hold	470	–	–	﹤0.01%	610
2014 Q2	$65K	Hold	470	–	–	﹤0.01%	616
2014 Q1	$70K	Hold	470	–	–	﹤0.01%	607
2013 Q4	$74K	Hold	470	–	–	﹤0.01%	601
2013 Q3	$69K	Hold	470	–	–	﹤0.01%	608
2013 Q2	$54K	Buy	+470	New	+$54K	﹤0.01%	646