Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $146K | Buy |
4,491
+7
| +0.2% | +$228 | 0.02% | 340 |
|
|
2021
Q2 | $148K | Sell |
4,484
-21
| -0.5% | -$693 | 0.02% | 288 |
|
|
2021
Q1 | $150K | Sell |
4,505
-267
| -6% | -$8.89K | 0.03% | 229 |
|
|
2020
Q4 | $140K | Buy |
4,772
+335
| +8% | +$9.83K | 0.03% | 209 |
|
|
2020
Q3 | $120K | Buy |
4,437
+9
| +0.2% | +$243 | 0.03% | 202 |
|
|
2020
Q2 | $112K | Buy |
4,428
+281
| +7% | +$7.11K | 0.03% | 213 |
|
|
2020
Q1 | $96K | Sell |
4,147
-47
| -1% | -$1.09K | 0.03% | 203 |
|
|
2019
Q4 | $128K | Buy |
4,194
+43
| +1% | +$1.31K | 0.04% | 194 |
|
|
2019
Q3 | $133K | Sell |
4,151
-5
| -0.1% | -$160 | 0.04% | 177 |
|
|
2019
Q2 | $121K | Buy |
4,156
+136
| +3% | +$3.96K | 0.04% | 186 |
|
|
2019
Q1 | $100K | Sell |
4,020
-2,193
| -35% | -$54.6K | 0.03% | 196 |
|
|
2018
Q4 | $135K | Buy |
+6,213
| New | +$135K | 0.05% | 140 |
|