Jefferies Group’s White Mountains Insurance WTM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-689
| Closed | -$591K | – | 1744 |
|
2018
Q4 | $591K | Buy |
+689
| New | +$591K | ﹤0.01% | 808 |
|
2018
Q2 | – | Sell |
-1,109
| Closed | -$912K | – | 1851 |
|
2018
Q1 | $912K | Sell |
1,109
-3,196
| -74% | -$2.63M | ﹤0.01% | 702 |
|
2017
Q4 | $3.67M | Buy |
4,305
+3,265
| +314% | +$2.78M | 0.02% | 313 |
|
2017
Q3 | $891K | Sell |
1,040
-783
| -43% | -$671K | 0.01% | 735 |
|
2017
Q2 | $1.58M | Sell |
1,823
-312
| -15% | -$271K | 0.01% | 561 |
|
2017
Q1 | $1.88M | Buy |
2,135
+792
| +59% | +$697K | 0.01% | 453 |
|
2016
Q4 | $1.12M | Buy |
1,343
+1,102
| +457% | +$921K | 0.01% | 587 |
|
2016
Q3 | $200K | Sell |
241
-195
| -45% | -$162K | ﹤0.01% | 1083 |
|
2016
Q2 | $367K | Sell |
436
-216
| -33% | -$182K | ﹤0.01% | 789 |
|
2016
Q1 | $523K | Sell |
652
-359
| -36% | -$288K | ﹤0.01% | 690 |
|
2015
Q4 | $735K | Buy |
+1,011
| New | +$735K | ﹤0.01% | 588 |
|
2015
Q3 | – | Sell |
-176
| Closed | -$115K | – | 2060 |
|
2015
Q2 | $115K | Buy |
+176
| New | +$115K | ﹤0.01% | 1311 |
|