Commonwealth Bank of Australia’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$1.02M | – | 963 |
|
|
2019
Q2 | $1.02M | Buy |
1,000
+300
| +43% | +$306K | 0.01% | 550 |
|
|
2019
Q1 | $647K | Hold |
700
| – | – | 0.01% | 590 |
|
|
2018
Q4 | $600K | Hold |
700
| – | – | 0.01% | 577 |
|
|
2018
Q3 | $655K | Buy |
+700
| New | +$655K | 0.01% | 611 |
|
|
2016
Q1 | – | Sell |
-686
| Closed | -$499K | – | 842 |
|
|
2015
Q4 | $499K | Sell |
686
-400
| -37% | -$291K | 0.01% | 577 |
|
|
2015
Q3 | $811K | Buy |
1,086
+11
| +1% | +$8.22K | 0.01% | 528 |
|
|
2015
Q2 | $704K | Sell |
1,075
-159
| -13% | -$104K | 0.01% | 526 |
|
|
2015
Q1 | $845K | Buy |
+1,234
| New | +$845K | 0.01% | 497 |
|
|
2014
Q4 | – | Sell |
-1,445
| Closed | -$910K | – | 772 |
|
|
2014
Q3 | $910K | Buy |
1,445
+300
| +26% | +$189K | 0.01% | 491 |
|
|
2014
Q2 | $697K | Sell |
1,145
-100
| -8% | -$60.9K | 0.01% | 529 |
|
|
2014
Q1 | $747K | Hold |
1,245
| – | – | ﹤0.01% | 911 |
|
|
2013
Q4 | $751K | Buy |
1,245
+99
| +9% | +$59.7K | 0.01% | 863 |
|
|
2013
Q3 | $650K | Buy |
1,146
+100
| +10% | +$56.7K | ﹤0.01% | 863 |
|
|
2013
Q2 | $601K | Buy |
+1,046
| New | +$601K | ﹤0.01% | 864 |
|