Bell Investment Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18K | Hold |
16
| – | – | ﹤0.01% | 1541 |
|
|
2025
Q1 | $1.14K | Buy |
+16
| New | +$1.14K | ﹤0.01% | 1509 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$508 | – | 2010 |
|
|
2023
Q3 | $508 | Buy |
+12
| New | +$508 | ﹤0.01% | 1791 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$1.06K | – | 2002 |
|
|
2023
Q1 | $1.06K | Sell |
26
-1
| -4% | -$41 | ﹤0.01% | 1548 |
|
|
2022
Q4 | $1.31K | Hold |
27
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1660 |
|