LPWM
WTM icon

Lake Point Wealth Management’s White Mountains Insurance WTM Stock Holding History

Lake Point Wealth Management’s Portfolio WTM Stock Details WTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$112K – 474
2019
Q4 		$112K Buy
+100
New +$112K 0.04% 71
2019
Q2 		$102K Hold
100
– – 0.04% 78
2019
Q1 		$102K Hold
100
– – 0.04% 78
2018
Q4 		$86K Buy
+100
New +$86K 0.03% 219