Bison Wealth’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,542
| Closed | -$276K | – | 401 |
|
|
2021
Q4 | $276K | Hold |
7,542
| – | – | 0.16% | 148 |
|
|
2021
Q3 | $245K | Hold |
7,542
| – | – | 0.11% | 205 |
|
|
2021
Q2 | $249K | Buy |
+7,542
| New | +$249K | 0.11% | 205 |
|
|
2016
Q3 | – | Sell |
-25,552
| Closed | -$454K | – | 202 |
|
|
2016
Q2 | $454K | Buy |
+25,552
| New | +$454K | 0.27% | 112 |
|