Country Club Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-228
| Closed | -$207K | – | 236 |
|
2020
Q1 | $207K | Sell |
228
-28
| -11% | -$25.4K | 0.03% | 212 |
|
2019
Q4 | $286K | Hold |
256
| – | – | 0.03% | 204 |
|
2019
Q3 | $274K | Buy |
256
+21
| +9% | +$22.5K | 0.03% | 212 |
|
2019
Q2 | $240K | Sell |
235
-17
| -7% | -$17.4K | 0.03% | 231 |
|
2019
Q1 | $233K | Sell |
252
-9
| -3% | -$8.32K | 0.03% | 231 |
|
2018
Q4 | $224K | Buy |
261
+3
| +1% | +$2.58K | 0.03% | 231 |
|
2018
Q3 | $241K | Buy |
258
+15
| +6% | +$14K | 0.03% | 234 |
|
2018
Q2 | $220K | Buy |
+243
| New | +$220K | 0.03% | 237 |
|