AUA Capital Management’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 |
-77
| Closed | -$3.7K | – | 337 |
|
|
2022
Q4 | $3.7K | Hold |
77
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 242 |
|
|
2022
Q2 | $3K | Sell |
77
-1
| -1% | -$39 | ﹤0.01% | 251 |
|
|
2022
Q1 | $3K | Sell |
78
-1
| -1% | -$38 | ﹤0.01% | 266 |
|
|
2021
Q4 | $3K | Hold |
79
| – | – | ﹤0.01% | 263 |
|
|
2021
Q3 | $3K | Hold |
79
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $3K | Hold |
79
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $3K | Hold |
79
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 288 |
|
|
2020
Q3 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 258 |
|