Wealthspire Advisors (Maryland)’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-10
| Closed | -$9K | – | 2530 |
|
|
2018
Q2 | $9K | Buy |
+10
| New | +$9K | ﹤0.01% | 1594 |
|
|
2017
Q4 | – | Sell |
-7
| Closed | -$6K | – | 2627 |
|
|
2017
Q3 | $6K | Sell |
7
-29
| -81% | -$24.9K | ﹤0.01% | 1759 |
|
|
2017
Q2 | $31K | Hold |
36
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q1 | $32K | Buy |
36
+7
| +24% | +$6.22K | ﹤0.01% | 938 |
|
|
2016
Q4 | $24K | Hold |
29
| – | – | ﹤0.01% | 970 |
|
|
2016
Q3 | $24K | Hold |
29
| – | – | ﹤0.01% | 1007 |
|
|
2016
Q2 | $24K | Hold |
29
| – | – | ﹤0.01% | 945 |
|
|
2016
Q1 | $23K | Hold |
29
| – | – | ﹤0.01% | 933 |
|
|
2015
Q4 | $21K | Buy |
+29
| New | +$21K | ﹤0.01% | 959 |
|