LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4
| Closed | -$4K | – | 718 |
|
|
2019
Q4 | $4K | Hold |
4
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $4K | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $4K | Hold |
4
| – | – | ﹤0.01% | 633 |
|
|
2019
Q1 | $4K | Hold |
4
| – | – | ﹤0.01% | 613 |
|
|
2018
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 619 |
|
|
2018
Q3 | $4K | Hold |
4
| – | – | ﹤0.01% | 575 |
|
|
2018
Q2 | $4K | Hold |
4
| – | – | ﹤0.01% | 591 |
|
|
2018
Q1 | $3K | Hold |
4
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 630 |
|
|
2017
Q3 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 623 |
|