Elkfork Partners’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 | $367K | Sell |
340
-1,258
| -79% | -$1.36M | 0.01% | 668 |
|
|
2019
Q2 | $1.63M | Buy |
1,598
+272
| +21% | +$278K | 0.04% | 301 |
|
|
2019
Q1 | $1.23M | Sell |
1,326
-68
| -5% | -$62.9K | 0.03% | 349 |
|
|
2018
Q4 | $1.2M | Buy |
1,394
+408
| +41% | +$350K | 0.03% | 325 |
|
|
2018
Q3 | $923K | Buy |
986
+544
| +123% | +$509K | 0.02% | 399 |
|
|
2018
Q2 | $401K | Buy |
442
+68
| +18% | +$61.7K | 0.01% | 596 |
|
|
2018
Q1 | $308K | Buy |
+374
| New | +$308K | 0.01% | 669 |
|
|
2017
Q3 | – | Sell |
-612
| Closed | -$532K | – | 1015 |
|
|
2017
Q2 | $532K | Sell |
612
-374
| -38% | -$325K | 0.02% | 481 |
|
|
2017
Q1 | $868K | Buy |
+986
| New | +$868K | 0.03% | 337 |
|