FineMark National Bank & Trust’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-102
| Closed | -$85K | – | 1005 |
|
|
2016
Q4 | $85K | Hold |
102
| – | – | 0.01% | 510 |
|
|
2016
Q3 | $85K | Hold |
102
| – | – | 0.01% | 494 |
|
|
2016
Q2 | $86K | Hold |
102
| – | – | 0.01% | 476 |
|
|
2016
Q1 | $82K | Hold |
102
| – | – | 0.01% | 460 |
|
|
2015
Q4 | $74K | Hold |
102
| – | – | 0.01% | 504 |
|
|
2015
Q3 | $76K | Hold |
102
| – | – | 0.01% | 523 |
|
|
2015
Q2 | $67K | Hold |
102
| – | – | 0.01% | 577 |
|
|
2015
Q1 | $70K | Hold |
102
| – | – | 0.01% | 578 |
|
|
2014
Q4 | $64K | Hold |
102
| – | – | 0.01% | 596 |
|
|
2014
Q3 | $64K | Hold |
102
| – | – | 0.01% | 571 |
|
|
2014
Q2 | $62K | Hold |
102
| – | – | 0.01% | 574 |
|
|
2014
Q1 | $61K | Hold |
102
| – | – | 0.01% | 565 |
|
|
2013
Q4 | $62K | Buy |
102
+2
| +2% | +$1.22K | 0.01% | 533 |
|
|
2013
Q3 | $57K | Sell |
100
-7
| -7% | -$3.99K | 0.01% | 544 |
|
|
2013
Q2 | $61K | Buy |
+107
| New | +$61K | 0.02% | 519 |
|