DC Investments 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-338
| Closed | -$300K | – | 304 |
|
|
2020
Q2 | $300K | Sell |
338
-133
| -28% | -$118K | 0.11% | 216 |
|
|
2020
Q1 | $429K | Buy |
471
+22
| +5% | +$20K | 0.35% | 103 |
|
|
2019
Q4 | $501K | Sell |
449
-14
| -3% | -$15.6K | 0.38% | 117 |
|
|
2019
Q3 | $500K | Sell |
463
-48
| -9% | -$51.8K | 0.29% | 131 |
|
|
2019
Q2 | $522K | Sell |
511
-93
| -15% | -$95K | 0.29% | 142 |
|
|
2019
Q1 | $559K | Hold |
604
| – | – | 0.35% | 124 |
|
|
2018
Q4 | $518K | Buy |
604
+158
| +35% | +$136K | 0.42% | 115 |
|
|
2018
Q3 | $417K | Sell |
446
-6
| -1% | -$5.61K | 0.28% | 205 |
|
|
2018
Q2 | $410K | Buy |
+452
| New | +$410K | 0.26% | 249 |
|