Capstone Asset Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $889K | Buy |
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|
2017
Q1 | $885K | Buy |
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|
2016
Q4 | $825K | Sell |
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|
2016
Q3 | $718K | Buy |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $683K | Buy |
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|
2015
Q4 | $640K | Buy |
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|
2015
Q3 | $614K | Buy |
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|
2015
Q2 | $566K | Sell |
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|
2015
Q1 | $555K | Buy |
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|
2014
Q4 | $532K | Sell |
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|
2014
Q3 | $598K | Buy |
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|
2014
Q2 | $568K | Sell |
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|
2014
Q1 | $567K | Sell |
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|
2013
Q4 | $668K | Sell |
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|
2013
Q3 | $1M | Buy |
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|
2013
Q2 | $926K | Buy |
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