MWM
Mascoma Wealth Management’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,344
| Closed | -$4.58M | – | 426 |
|
|
2017
Q3 | $4.58M | Sell |
5,344
-14,158
| -73% | -$12.1M | 3.06% | 10 |
|
|
2017
Q2 | $16.9M | Sell |
19,502
-5,049
| -21% | -$4.39M | 11.43% | 1 |
|
|
2017
Q1 | $21.6M | Hold |
24,551
| – | – | 15.47% | 1 |
|
|
2016
Q4 | $20.5M | Buy |
+24,551
| New | +$20.5M | 15.1% | 1 |
|