Kore Private Wealth’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$558K | – | 1215 |
|
|
2019
Q4 | $558K | Hold |
500
| – | – | 0.11% | 129 |
|
|
2019
Q3 | $536K | Hold |
500
| – | – | 0.12% | 123 |
|
|
2019
Q2 | $511K | Hold |
500
| – | – | 0.12% | 129 |
|
|
2019
Q1 | $463K | Hold |
500
| – | – | 0.1% | 127 |
|
|
2018
Q4 | $429K | Buy |
+500
| New | +$429K | 0.12% | 135 |
|