Aspire Private Capital’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 |
-104
| Closed | -$5.87K | – | 645 |
|
|
2024
Q3 | $5.87K | Hold |
104
| – | – | ﹤0.01% | 446 |
|
|
2024
Q2 | $5.42K | Hold |
104
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $6.1K | Hold |
104
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $4.88K | Sell |
104
-9
| -8% | -$422 | ﹤0.01% | 471 |
|
|
2023
Q3 | $4.76K | Hold |
113
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $4.47K | Hold |
113
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $4.67K | Hold |
113
| – | – | ﹤0.01% | 447 |
|
|
2022
Q4 | $5.44K | Hold |
113
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 428 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 330 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 514 |
|