Cadence Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,564
| Closed | -$250K | – | 626 |
|
|
2018
Q3 | $250K | Sell |
10,564
-2,372
| -18% | -$56.1K | 0.01% | 616 |
|
|
2018
Q2 | $278K | Hold |
12,936
| – | – | 0.02% | 602 |
|
|
2018
Q1 | $279K | Hold |
12,936
| – | – | 0.02% | 590 |
|
|
2017
Q4 | $275K | Hold |
12,936
| – | – | 0.02% | 594 |
|
|
2017
Q3 | $256K | Buy |
+12,936
| New | +$256K | 0.02% | 618 |
|