Archford Capital Strategies’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-44
| Closed | -$1K | – | 693 |
|
|
2018
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 654 |
|
|
2018
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 616 |
|
|
2017
Q2 | – | Sell |
-44
| Closed | -$1K | – | 630 |
|
|
2017
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 679 |
|
|
2016
Q4 | – | Sell |
-44
| Closed | – | – | 753 |
|
|
2016
Q3 | $0 | Hold |
44
| – | – | ﹤0.01% | 730 |
|
|
2016
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 669 |
|
|
2016
Q1 | – | Sell |
-44
| Closed | -$1K | – | 612 |
|
|
2015
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 800 |
|
|
2015
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 648 |
|
|
2015
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 625 |
|
|
2015
Q1 | $657 | Hold |
44
| – | – | ﹤0.01% | 670 |
|
|
2014
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 653 |
|
|
2014
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 650 |
|
|
2014
Q2 | $602 | Hold |
44
| – | – | ﹤0.01% | 837 |
|
|
2014
Q1 | $541 | Buy |
+44
| New | +$541 | ﹤0.01% | 800 |
|