Whittier Trust’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$307 | – | 1597 |
|
|
2024
Q1 | $307 | Hold |
12
| – | – | ﹤0.01% | 1490 |
|
|
2023
Q4 | $312 | Hold |
12
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q3 | $276 | Hold |
12
| – | – | ﹤0.01% | 1615 |
|
|
2023
Q2 | $281 | Hold |
12
| – | – | ﹤0.01% | 1530 |
|
|
2023
Q1 | $142 | Hold |
12
| – | – | ﹤0.01% | 1586 |
|
|
2022
Q4 | $184 | Hold |
12
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1777 |
|
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1763 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 1613 |
|