Carroll Financial Associates’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6
| Closed | -$4K | – | 1340 |
|
|
2018
Q1 | $4K | Hold |
6
| – | – | ﹤0.01% | 1086 |
|
|
2017
Q4 | $5K | Hold |
6
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q3 | $5K | Hold |
6
| – | – | ﹤0.01% | 995 |
|
|
2017
Q2 | $5K | Sell |
6
-1
| -14% | -$833 | ﹤0.01% | 996 |
|
|
2017
Q1 | $6K | Buy |
7
+1
| +17% | +$857 | ﹤0.01% | 954 |
|
|
2016
Q4 | $5K | Buy |
6
+1
| +20% | +$833 | ﹤0.01% | 951 |
|
|
2016
Q3 | $4K | Hold |
5
| – | – | ﹤0.01% | 1003 |
|
|
2016
Q2 | $4K | Hold |
5
| – | – | ﹤0.01% | 986 |
|
|
2016
Q1 | $4K | Hold |
5
| – | – | ﹤0.01% | 961 |
|
|
2015
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 965 |
|
|
2015
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 943 |
|
|
2015
Q2 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 949 |
|