Security National Bank of Sioux City Iowa’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$223K | – | 127 |
|
|
2021
Q1 | $223K | Hold |
200
| – | – | 0.18% | 93 |
|
|
2020
Q4 | $200K | Buy |
+200
| New | +$200K | 0.17% | 89 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$223K | – | 90 |
|
|
2019
Q4 | $223K | Hold |
200
| – | – | 0.22% | 82 |
|
|
2019
Q3 | $216K | Hold |
200
| – | – | 0.25% | 83 |
|
|
2019
Q2 | $204K | Buy |
+200
| New | +$204K | 0.24% | 81 |
|