Shine Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $83K | Hold |
106
| – | – | 0.03% | 219 |
|
|
2020
Q2 | $94K | Hold |
106
| – | – | 0.03% | 203 |
|
|
2020
Q1 | $96K | Buy |
106
+20
| +23% | +$18.1K | 0.04% | 184 |
|
|
2019
Q4 | $96K | Hold |
86
| – | – | 0.04% | 221 |
|
|
2019
Q3 | $93K | Hold |
86
| – | – | 0.04% | 201 |
|
|
2019
Q2 | $88K | Hold |
86
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $80K | Hold |
86
| – | – | 0.04% | 220 |
|
|
2018
Q4 | $74K | Buy |
86
+10
| +13% | +$8.61K | 0.04% | 215 |
|
|
2018
Q3 | $71K | Hold |
76
| – | – | 0.04% | 243 |
|
|
2018
Q2 | $69K | Hold |
76
| – | – | 0.04% | 246 |
|
|
2018
Q1 | $63K | Hold |
76
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $65K | Hold |
76
| – | – | 0.03% | 251 |
|
|
2017
Q3 | $65K | Hold |
76
| – | – | 0.03% | 248 |
|
|
2017
Q2 | $66K | Buy |
+76
| New | +$66K | 0.03% | 227 |
|