Summit Global Investments’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
Q3 | – | Sell |
-200
| Closed | -$230K | – | 578 |
|
|
2021
Q2 | $230K | Buy |
+200
| New | +$230K | 0.01% | 511 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$817K | – | 300 |
|
|
2019
Q2 | $817K | Hold |
800
| – | – | 0.1% | 123 |
|
|
2019
Q1 | $740K | Hold |
800
| – | – | 0.09% | 143 |
|
|
2018
Q4 | $686K | Buy |
+800
| New | +$686K | 0.11% | 151 |
|