Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $523K | Sell |
370
-6
| -2% | -$8.49K | 0.03% | 230 |
|
|
2022
Q3 | $490K | Hold |
376
| – | – | 0.04% | 212 |
|
|
2022
Q2 | $469K | Buy |
376
+34
| +10% | +$42.4K | 0.03% | 233 |
|
|
2022
Q1 | $389K | Buy |
+342
| New | +$389K | 0.02% | 288 |
|
|
2018
Q4 | – | Sell |
-633
| Closed | -$592K | – | 656 |
|
|
2018
Q3 | $592K | Buy |
+633
| New | +$592K | 0.05% | 364 |
|