Whittier Trust’s World Acceptance Corp WRLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-488
| Closed | -$62K | – | 1692 |
|
|
2023
Q3 | $62K | Hold |
488
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $65.4K | Hold |
488
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $40.6K | Hold |
488
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q4 | $32.2K | Hold |
488
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q3 | $47K | Hold |
488
| – | – | ﹤0.01% | 983 |
|
|
2022
Q2 | $55K | Sell |
488
-422
| -46% | -$47.6K | ﹤0.01% | 938 |
|
|
2022
Q1 | $175K | Hold |
910
| – | – | ﹤0.01% | 702 |
|
|
2021
Q4 | $223K | Hold |
910
| – | – | ﹤0.01% | 651 |
|
|
2021
Q3 | $173K | Hold |
910
| – | – | ﹤0.01% | 669 |
|
|
2021
Q2 | $146K | Hold |
910
| – | – | ﹤0.01% | 716 |
|
|
2021
Q1 | $118K | Hold |
910
| – | – | ﹤0.01% | 748 |
|
|
2020
Q4 | $93K | Sell |
910
-956
| -51% | -$97.7K | ﹤0.01% | 727 |
|
|
2020
Q3 | $197K | Hold |
1,866
| – | – | ﹤0.01% | 574 |
|
|
2020
Q2 | $122K | Hold |
1,866
| – | – | ﹤0.01% | 640 |
|
|
2020
Q1 | $102K | Buy |
+1,866
| New | +$102K | ﹤0.01% | 656 |
|