Guggenheim Capital’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
Q2 | – | Sell |
-481
| Closed | -$423K | – | 2877 |
|
|
2017
Q1 | $423K | Hold |
481
| – | – | ﹤0.01% | 2432 |
|
|
2016
Q4 | $402K | Hold |
481
| – | – | ﹤0.01% | 2493 |
|
|
2016
Q3 | $399K | Sell |
481
-119
| -20% | -$98.7K | ﹤0.01% | 2463 |
|
|
2016
Q2 | $505K | Sell |
600
-100
| -14% | -$84.2K | ﹤0.01% | 2372 |
|
|
2016
Q1 | $562K | Sell |
700
-126
| -15% | -$101K | ﹤0.01% | 2323 |
|
|
2015
Q4 | $600K | Sell |
826
-59
| -7% | -$42.9K | ﹤0.01% | 2351 |
|
|
2015
Q3 | $661K | Buy |
+885
| New | +$661K | ﹤0.01% | 2307 |
|