Alta Advisers’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
Q3 | – | Sell |
-1,350
| Closed | -$70.7K | – | 446 |
|
|
2024
Q2 | $70.7K | Hold |
1,350
| – | – | 0.03% | 337 |
|
|
2024
Q1 | $79.6K | Hold |
1,350
| – | – | 0.04% | 313 |
|
|
2023
Q4 | $63.6K | Hold |
1,350
| – | – | 0.03% | 353 |
|
|
2023
Q3 | $57.1K | Hold |
1,350
| – | – | 0.03% | 356 |
|
|
2023
Q2 | $53.6K | Hold |
1,350
| – | – | 0.03% | 369 |
|
|
2023
Q1 | $56K | Hold |
1,350
| – | – | 0.03% | 362 |
|
|
2022
Q4 | $65K | Hold |
1,350
| – | – | 0.04% | 345 |
|
|
2022
Q3 | $58K | Buy |
+1,350
| New | +$58K | 0.04% | 352 |
|