Sageworth Trust Company of South Dakota’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21
| Closed | -$28.9K | – | 214 |
|
|
2023
Q1 | $28.9K | Hold |
21
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $30K | Hold |
21
| – | – | 0.07% | 65 |
|
|
2022
Q3 | $27K | Sell |
21
-21
| -50% | -$27K | 0.07% | 56 |
|
|
2022
Q2 | $52K | Buy |
42
+21
| +100% | +$26K | 0.11% | 52 |
|
|
2022
Q1 | $24K | Sell |
21
-110
| -84% | -$126K | 0.04% | 102 |
|
|
2021
Q4 | $133K | Buy |
+131
| New | +$133K | 0.2% | 48 |
|