Baird’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $321K | Buy |
21,479
+1,020
| +5% | +$15.2K | ﹤0.01% | 1089 |
|
|
2014
Q4 | $310K | Buy |
+20,459
| New | +$310K | ﹤0.01% | 1090 |
|
|
2014
Q1 | – | Sell |
-52,677
| Closed | -$677K | – | 1172 |
|
|
2013
Q4 | $677K | Sell |
52,677
-2,734
| -5% | -$35.1K | 0.01% | 724 |
|
|
2013
Q3 | $704K | Buy |
55,411
+787
| +1% | +$10K | 0.01% | 666 |
|
|
2013
Q2 | $661K | Buy |
+54,624
| New | +$661K | 0.01% | 675 |
|