Blueshift Asset Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-148
| Closed | -$204K | – | 490 |
|
|
2023
Q1 | $204K | Buy |
+148
| New | +$204K | 0.09% | 307 |
|
|
2022
Q3 | – | Sell |
-171
| Closed | -$213K | – | 866 |
|
|
2022
Q2 | $213K | Sell |
171
-238
| -58% | -$296K | 0.04% | 558 |
|
|
2022
Q1 | $465K | Buy |
+409
| New | +$465K | 0.04% | 473 |
|
|
2020
Q4 | – | Sell |
-369
| Closed | -$287K | – | 904 |
|
|
2020
Q3 | $287K | Buy |
+369
| New | +$287K | 0.04% | 462 |
|
|
2019
Q2 | – | Sell |
-469
| Closed | -$434K | – | 993 |
|
|
2019
Q1 | $434K | Buy |
+469
| New | +$434K | 0.06% | 431 |
|