Spectrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.07M | Hold |
2,577
| – | – | 0.81% | 46 |
|
|
2015
Q4 | $1.87M | Hold |
2,577
| – | – | 0.75% | 50 |
|
|
2015
Q3 | $1.93M | Hold |
2,577
| – | – | 0.8% | 46 |
|
|
2015
Q2 | $1.69M | Sell |
2,577
-100
| -4% | -$65.5K | 0.64% | 54 |
|
|
2015
Q1 | $1.83M | Sell |
2,677
-43
| -2% | -$29.4K | 0.65% | 55 |
|
|
2014
Q4 | $1.71M | Hold |
2,720
| – | – | 0.59% | 57 |
|
|
2014
Q3 | $1.71M | Sell |
2,720
-90
| -3% | -$56.7K | 0.62% | 54 |
|
|
2014
Q2 | $1.71M | Hold |
2,810
| – | – | 0.59% | 57 |
|
|
2014
Q1 | $1.69M | Sell |
2,810
-9
| -0.3% | -$5.4K | 0.6% | 56 |
|
|
2013
Q4 | $1.7M | Sell |
2,819
-16
| -0.6% | -$9.65K | 0.6% | 55 |
|
|
2013
Q3 | $1.61M | Sell |
2,835
-10
| -0.4% | -$5.68K | 0.62% | 54 |
|
|
2013
Q2 | $1.64M | Buy |
+2,845
| New | +$1.64M | 0.66% | 50 |
|