BTWM
Baker Tilly Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,037
| Closed | -$1.31M | – | 583 |
|
|
2022
Q4 | $1.31M | Buy |
18,037
+494
| +3% | +$35.9K | 0.16% | 148 |
|
|
2022
Q3 | $1.13M | Buy |
17,543
+444
| +3% | +$28.7K | 0.15% | 142 |
|
|
2022
Q2 | $1.17M | Sell |
17,099
-264
| -2% | -$18K | 0.15% | 143 |
|
|
2022
Q1 | $1.16M | Buy |
17,363
+7,361
| +74% | +$490K | 0.13% | 167 |
|
|
2021
Q4 | $824K | Buy |
10,002
+1,417
| +17% | +$117K | 0.09% | 249 |
|
|
2021
Q3 | $628K | Buy |
8,585
+1,354
| +19% | +$99K | 0.08% | 270 |
|
|
2021
Q2 | $538K | Buy |
7,231
+948
| +15% | +$70.5K | 0.09% | 263 |
|
|
2021
Q1 | $473K | Buy |
6,283
+71
| +1% | +$5.35K | 0.1% | 248 |
|
|
2020
Q4 | $413K | Buy |
+6,212
| New | +$413K | 0.13% | 175 |
|