Proficio Capital Partners’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12
| Closed | -$12K | – | 1565 |
|
|
2019
Q2 | $12K | Buy |
12
+7
| +140% | +$7K | ﹤0.01% | 890 |
|
|
2019
Q1 | $5K | Hold |
5
| – | – | ﹤0.01% | 1125 |
|
|
2018
Q4 | $4K | Buy |
5
+1
| +25% | +$800 | ﹤0.01% | 919 |
|
|
2018
Q3 | $4K | Hold |
4
| – | – | ﹤0.01% | 1011 |
|
|
2018
Q2 | $4K | Sell |
4
-5
| -56% | -$5K | ﹤0.01% | 1042 |
|
|
2018
Q1 | $7K | Sell |
9
-23
| -72% | -$17.9K | ﹤0.01% | 941 |
|
|
2017
Q4 | $27K | Hold |
32
| – | – | 0.01% | 498 |
|
|
2017
Q3 | $27K | Buy |
32
+24
| +300% | +$20.3K | 0.01% | 524 |
|
|
2017
Q2 | $7K | Sell |
8
-7
| -47% | -$6.13K | ﹤0.01% | 901 |
|
|
2017
Q1 | $13K | Buy |
15
+7
| +88% | +$6.07K | 0.01% | 750 |
|
|
2016
Q4 | $7K | Buy |
8
+2
| +33% | +$1.75K | ﹤0.01% | 691 |
|
|
2016
Q3 | $5K | Buy |
6
+3
| +100% | +$2.5K | ﹤0.01% | 724 |
|
|
2016
Q2 | $2K | Buy |
3
+2
| +200% | +$1.33K | ﹤0.01% | 846 |
|
|
2016
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 965 |
|