Atlas Capital Advisors’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,143
Closed -$55.3K 965
2022
Q4
$55.3K Sell
1,143
-27
-2% -$1.31K 0.01% 529
2022
Q3
$50.4K Buy
1,170
+87
+8% +$3.75K 0.01% 531
2022
Q2
$49.3K Buy
+1,083
New +$49.3K 0.01% 564