Accurate Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-48,462
| Closed | -$2.86M | – | 406 |
|
|
2024
Q3 | $2.86M | Sell |
48,462
-24,272
| -33% | -$1.43M | 0.57% | 46 |
|
|
2024
Q2 | $2.62M | Buy |
72,734
+24,777
| +52% | +$892K | 0.63% | 47 |
|
|
2024
Q1 | $2.63M | Buy |
47,957
+1,802
| +4% | +$99K | 0.77% | 39 |
|
|
2023
Q4 | $2.24M | Buy |
+46,155
| New | +$2.24M | 0.7% | 40 |
|
|
2023
Q1 | – | Sell |
-974
| Closed | -$47.6K | – | 1470 |
|
|
2022
Q4 | $47.6K | Buy |
+974
| New | +$47.6K | 0.02% | 466 |
|