Steward Financial Group’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 663 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$5K | – | 1015 |
|
|
2023
Q1 | $5K | Buy |
4
+2
| +100% | +$2.5K | ﹤0.01% | 328 |
|
|
2022
Q4 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$2K | – | 1346 |
|
|
2022
Q2 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 625 |
|