Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-90
| Closed | -$2.93K | – | 896 |
|
|
2021
Q3 | $2.93K | Hold |
90
| – | – | ﹤0.01% | 832 |
|
|
2021
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 811 |
|
|
2021
Q1 | $3.01K | Buy |
+90
| New | +$3.01K | ﹤0.01% | 841 |
|
|
2018
Q2 | – | Sell |
-219
| Closed | -$4.73K | – | 780 |
|
|
2018
Q1 | $4.73K | Buy |
+219
| New | +$4.73K | ﹤0.01% | 659 |
|