SWS
SYSTM Wealth Solutions’s White Mountains Insurance WTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-896
| Closed | -$1.61M | – | 978 |
|
|
2024
Q1 | $1.61M | Sell |
896
-20
| -2% | -$35.9K | 0.2% | 146 |
|
|
2023
Q4 | $1.38M | Buy |
916
+27
| +3% | +$40.6K | 0.19% | 150 |
|
|
2023
Q3 | $1.33M | Sell |
889
-107
| -11% | -$160K | 0.2% | 140 |
|
|
2023
Q2 | $1.38M | Sell |
996
-79
| -7% | -$110K | 0.19% | 148 |
|
|
2023
Q1 | $1.48M | Sell |
1,075
-96
| -8% | -$132K | 0.23% | 118 |
|
|
2022
Q4 | $1.66M | Buy |
+1,171
| New | +$1.66M | 0.21% | 141 |
|