Advisor Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $449K | Sell |
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|
2020
Q3 | $441K | Buy |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $369K | Buy |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $257K | Hold |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $251K | Buy |
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|
2018
Q1 | $239K | Buy |
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|
2017
Q4 | $222K | Buy |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | $213K | Buy |
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