TrueWealth LLC’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7
| Closed | -$8K | – | 801 |
|
|
2019
Q4 | $8K | Hold |
7
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $8K | Hold |
7
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $7K | Sell |
7
-4
| -36% | -$4K | ﹤0.01% | 526 |
|
|
2019
Q1 | $10K | Hold |
11
| – | – | ﹤0.01% | 458 |
|
|
2018
Q4 | $9K | Hold |
11
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $10K | Hold |
11
| – | – | ﹤0.01% | 493 |
|
|
2018
Q2 | $10K | Hold |
11
| – | – | ﹤0.01% | 493 |
|
|
2018
Q1 | $9K | Hold |
11
| – | – | ﹤0.01% | 478 |
|
|
2017
Q4 | $9K | Buy |
+11
| New | +$9K | ﹤0.01% | 537 |
|