Financial Engines Advisors’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-372
| Closed | -$397K | – | 314 |
|
|
2021
Q3 | $397K | Hold |
372
| – | – | ﹤0.01% | 192 |
|
|
2021
Q2 | $427K | Hold |
372
| – | – | ﹤0.01% | 152 |
|
|
2021
Q1 | $415K | Hold |
372
| – | – | ﹤0.01% | 175 |
|
|
2020
Q4 | $372K | Hold |
372
| – | – | ﹤0.01% | 184 |
|
|
2020
Q3 | $290K | Buy |
+372
| New | +$290K | ﹤0.01% | 193 |
|