IRF
IBM Retirement Fund’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-348
| Closed | -$291K | – | 748 |
|
|
2016
Q4 | $291K | Sell |
348
-107
| -24% | -$89.5K | 0.01% | 785 |
|
|
2016
Q3 | $378K | Sell |
455
-20
| -4% | -$16.6K | 0.02% | 747 |
|
|
2016
Q2 | $400K | Sell |
475
-118
| -20% | -$99.4K | 0.01% | 750 |
|
|
2016
Q1 | $476K | Sell |
593
-791
| -57% | -$635K | 0.02% | 672 |
|
|
2015
Q4 | $1.01M | Buy |
+1,384
| New | +$1.01M | 0.02% | 738 |
|
|
2015
Q3 | – | Sell |
-1,391
| Closed | -$911K | – | 1007 |
|
|
2015
Q2 | $911K | Sell |
1,391
-66
| -5% | -$43.2K | 0.02% | 795 |
|
|
2015
Q1 | $997K | Hold |
1,457
| – | – | 0.02% | 755 |
|
|
2014
Q4 | $918K | Buy |
1,457
+131
| +10% | +$82.5K | 0.02% | 777 |
|
|
2014
Q3 | $835K | Sell |
1,326
-173
| -12% | -$109K | 0.02% | 764 |
|
|
2014
Q2 | $919K | Buy |
1,499
+21
| +1% | +$12.9K | 0.02% | 813 |
|
|
2014
Q1 | $897K | Sell |
1,478
-834
| -36% | -$506K | 0.02% | 800 |
|
|
2013
Q4 | $1.4M | Sell |
2,312
-162
| -7% | -$97.7K | 0.02% | 797 |
|
|
2013
Q3 | $1.4M | Sell |
2,474
-384
| -13% | -$218K | 0.02% | 784 |
|
|
2013
Q2 | $1.64M | Buy |
+2,858
| New | +$1.64M | 0.02% | 752 |
|