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BDO Wealth Advisors’s W.R. Berkley WRB Stock Holding History

BDO Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-341
Closed -$22K – 1088
2022
Q3 		$22K Buy
+341
New +$22K ﹤0.01% 555
2020
Q3 		– Sell
-60
Closed -$3K – 961
2020
Q2 		$3K Hold
60
– – ﹤0.01% 610
2020
Q1 		$3K Buy
+60
New +$3K ﹤0.01% 658