B. Riley Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $271 | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $534K | Sell |
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|
2019
Q2 | $488 | Buy |
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|
2019
Q1 | $383K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $82K | Buy |
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|
2014
Q3 | $76K | Hold |
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|
2014
Q2 | $74K | Buy |
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|
2014
Q1 | $58K | Buy |
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