BWM
BNC Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-28,479
| Closed | -$1.94M | – | 118 |
|
|
2022
Q2 | $1.94M | Buy |
28,479
+22,267
| +358% | +$1.52M | 1.02% | 32 |
|
|
2022
Q1 | $414K | Buy |
+6,212
| New | +$414K | 0.2% | 75 |
|
|
2020
Q4 | – | Sell |
-163
| Closed | -$10K | – | 470 |
|
|
2020
Q3 | $10K | Buy |
+163
| New | +$10K | 0.01% | 308 |
|