Curian Capital’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-668
| Closed | -$486K | – | 386 |
|
|
2015
Q4 | $486K | Sell |
668
-1,415
| -68% | -$1.03M | 0.04% | 284 |
|
|
2015
Q3 | $1.56M | Sell |
2,083
-842
| -29% | -$629K | 0.04% | 290 |
|
|
2015
Q2 | $1.92M | Sell |
2,925
-10
| -0.3% | -$6.55K | 0.03% | 337 |
|
|
2015
Q1 | $2.01M | Buy |
2,935
+128
| +5% | +$87.6K | 0.03% | 330 |
|
|
2014
Q4 | $1.77M | Buy |
2,807
+92
| +3% | +$58K | 0.03% | 325 |
|
|
2014
Q3 | $1.71M | Sell |
2,715
-23
| -0.8% | -$14.5K | 0.03% | 321 |
|
|
2014
Q2 | $1.67M | Buy |
2,738
+34
| +1% | +$20.7K | 0.03% | 326 |
|
|
2014
Q1 | $1.62M | Buy |
2,704
+119
| +5% | +$71.4K | 0.03% | 334 |
|
|
2013
Q4 | $1.56M | Buy |
2,585
+507
| +24% | +$306K | 0.03% | 317 |
|
|
2013
Q3 | $1.18M | Buy |
2,078
+162
| +8% | +$92K | 0.02% | 352 |
|
|
2013
Q2 | $1.1M | Buy |
+1,916
| New | +$1.1M | 0.02% | 346 |
|