MSI Financial Services’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $184K | Hold |
220
| – | – | 0.01% | 1128 |
|
|
2016
Q3 | $183K | Hold |
220
| – | – | 0.01% | 1110 |
|
|
2016
Q2 | $185K | Hold |
220
| – | – | 0.01% | 1069 |
|
|
2016
Q1 | $177K | Hold |
220
| – | – | 0.01% | 1054 |
|
|
2015
Q4 | $160K | Buy |
+220
| New | +$160K | 0.01% | 1045 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$34K | – | 3272 |
|
|
2015
Q1 | $34K | Hold |
50
| – | – | ﹤0.01% | 1526 |
|
|
2014
Q4 | $32K | Hold |
50
| – | – | ﹤0.01% | 1294 |
|
|
2014
Q3 | $32K | Hold |
50
| – | – | ﹤0.01% | 1290 |
|
|
2014
Q2 | $30K | Hold |
50
| – | – | ﹤0.01% | 1326 |
|
|
2014
Q1 | $30K | Hold |
50
| – | – | ﹤0.01% | 1270 |
|
|
2013
Q4 | $30K | Hold |
50
| – | – | ﹤0.01% | 1213 |
|
|
2013
Q3 | $28K | Hold |
50
| – | – | ﹤0.01% | 1091 |
|
|
2013
Q2 | $29K | Buy |
+50
| New | +$29K | 0.01% | 1100 |
|