SFS
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Sowell Financial Services’s White Mountains Insurance WTM Stock Holding History

Sowell Financial Services’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-95
Closed -$115K – 2763
2021
Q1 		$115K Sell
95
-45
-32% -$50.3K ﹤0.01% 1310
2020
Q4 		$140K Buy
140
+26
+23% +$24.5K 0.01% 1014
2020
Q3 		$89K Sell
114
-174
-60% -$150K ﹤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% +$310K 0.02% 576
2019
Q3 		$4K Buy
+4
New +$4.27K ﹤0.01% 1884

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