Valeo Financial Advisors’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
Q2 | – | Sell |
-5
| Closed | -$6K | – | 1739 |
|
|
2021
Q1 | $6K | Buy |
+5
| New | +$6K | ﹤0.01% | 1441 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$7K | – | 2098 |
|
|
2020
Q2 | $7K | Hold |
8
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q1 | $7K | Sell |
8
-85
| -91% | -$74.4K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $104K | Hold |
93
| – | – | 0.01% | 455 |
|
|
2019
Q3 | $100K | Hold |
93
| – | – | 0.01% | 438 |
|
|
2019
Q2 | $95K | Hold |
93
| – | – | 0.01% | 447 |
|
|
2019
Q1 | $86K | Buy |
93
+1
| +1% | +$925 | 0.01% | 435 |
|
|
2018
Q4 | $79K | Sell |
92
-2
| -2% | -$1.72K | 0.01% | 414 |
|
|
2018
Q3 | $83K | Buy |
94
+85
| +944% | +$75.1K | 0.01% | 441 |
|
|
2018
Q2 | $8K | Sell |
9
-5
| -36% | -$4.44K | ﹤0.01% | 1021 |
|
|
2018
Q1 | $12K | Hold |
14
| – | – | ﹤0.01% | 886 |
|
|
2017
Q4 | $12K | Buy |
14
+5
| +56% | +$4.29K | ﹤0.01% | 798 |
|
|
2017
Q3 | $8K | Buy |
+9
| New | +$8K | ﹤0.01% | 763 |
|