Calvert Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-319
| Closed | -$267K | – | 622 |
|
|
2016
Q4 | $267K | Sell |
319
-36
| -10% | -$30.1K | 0.01% | 698 |
|
|
2016
Q3 | $295K | Buy |
355
+28
| +9% | +$23.3K | 0.01% | 663 |
|
|
2016
Q2 | $275K | Buy |
327
+9
| +3% | +$7.57K | 0.01% | 651 |
|
|
2016
Q1 | $255K | Sell |
318
-90
| -22% | -$72.2K | 0.01% | 647 |
|
|
2015
Q4 | $297K | Buy |
408
+109
| +36% | +$79.3K | 0.01% | 572 |
|
|
2015
Q3 | $223K | Buy |
+299
| New | +$223K | 0.01% | 553 |
|