Annapolis Financial Services’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,157
Closed -$98K 557
2022
Q2
$98K Hold
2,157
0.04% 142
2022
Q1
$96K Sell
2,157
-1
-0% -$45 0.03% 146
2021
Q4
$79K Hold
2,158
0.02% 157
2021
Q3
$70K Buy
+2,158
New +$70K 0.02% 153