Sowell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-95
| Closed | -$115K | – | 2764 |
|
|
2021
Q1 | $115K | Sell |
95
-45
| -32% | -$54.5K | ﹤0.01% | 1310 |
|
|
2020
Q4 | $140K | Buy |
140
+26
| +23% | +$26K | 0.01% | 1014 |
|
|
2020
Q3 | $89K | Sell |
114
-174
| -60% | -$136K | ﹤0.01% | 1011 |
|
|
2020
Q2 | $256K | Hold |
288
| – | – | 0.01% | 640 |
|
|
2020
Q1 | $262K | Hold |
288
| – | – | 0.02% | 586 |
|
|
2019
Q4 | $321K | Buy |
288
+284
| +7,100% | +$317K | 0.02% | 576 |
|
|
2019
Q3 | $4K | Buy |
+4
| New | +$4K | ﹤0.01% | 1884 |
|