DPA
Delphi Private Advisors’s White Mountains Insurance WTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-13
| Closed | -$10K | – | 122 |
|
2017
Q2 | $10K | Buy |
+13
| New | +$10K | 0.02% | 88 |
|
2017
Q1 | – | Sell |
-4
| Closed | -$3K | – | 298 |
|
2016
Q4 | $3K | Hold |
4
| – | – | 0.01% | 174 |
|
2016
Q3 | $3K | Sell |
4
-9
| -69% | -$6.75K | 0.01% | 226 |
|
2016
Q2 | $11K | Hold |
13
| – | – | 0.02% | 143 |
|
2016
Q1 | $10K | Sell |
13
-2
| -13% | -$1.54K | 0.02% | 149 |
|
2015
Q4 | $11K | Buy |
+15
| New | +$11K | 0.02% | 156 |
|