BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.18K | Sell |
131
-184
| -58% | -$7.28K | ﹤0.01% | 605 |
|
|
2023
Q1 | $13.1K | Buy |
315
+184
| +140% | +$7.64K | ﹤0.01% | 566 |
|
|
2022
Q4 | $6.31K | Hold |
131
| – | – | ﹤0.01% | 640 |
|
|
2022
Q3 | $6K | Hold |
131
| – | – | ﹤0.01% | 664 |
|
|
2022
Q2 | $6K | Hold |
131
| – | – | ﹤0.01% | 682 |
|
|
2022
Q1 | $6K | Hold |
131
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $5K | Hold |
131
| – | – | ﹤0.01% | 792 |
|
|
2021
Q3 | $4K | Buy |
+131
| New | +$4K | ﹤0.01% | 800 |
|