B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $271 | Buy |
5,961
+330
| +6% | +$15 | ﹤0.01% | 561 |
|
|
2022
Q1 | $250K | Buy |
+5,631
| New | +$250K | 0.02% | 498 |
|
|
2019
Q4 | – | Sell |
-16,637
| Closed | -$534K | – | 441 |
|
|
2019
Q3 | $534K | Sell |
16,637
-31
| -0.2% | -$995 | 0.09% | 195 |
|
|
2019
Q2 | $488 | Buy |
16,668
+1,393
| +9% | +$41 | 0.08% | 210 |
|
|
2019
Q1 | $383K | Buy |
+15,275
| New | +$383K | 0.07% | 247 |
|
|
2015
Q3 | – | Sell |
-5,417
| Closed | -$83K | – | 759 |
|
|
2015
Q2 | $83K | Hold |
5,417
| – | – | 0.07% | 312 |
|
|
2015
Q1 | $81K | Hold |
5,417
| – | – | 0.06% | 331 |
|
|
2014
Q4 | $82K | Buy |
5,417
+17
| +0.3% | +$257 | 0.07% | 305 |
|
|
2014
Q3 | $76K | Hold |
5,400
| – | – | 0.06% | 339 |
|
|
2014
Q2 | $74K | Buy |
5,400
+675
| +14% | +$9.25K | 0.05% | 398 |
|
|
2014
Q1 | $58K | Buy |
+4,725
| New | +$58K | 0.04% | 421 |
|