Carlson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,308
| Closed | -$203K | – | 203 |
|
|
2023
Q4 | $203K | Buy |
+4,308
| New | +$203K | 0.01% | 197 |
|
|
2023
Q1 | – | Sell |
-4,308
| Closed | -$208K | – | 168 |
|
|
2022
Q4 | $208K | Buy |
+4,308
| New | +$208K | 0.02% | 157 |
|
|
2022
Q2 | – | Sell |
-5,487
| Closed | -$244K | – | 189 |
|
|
2022
Q1 | $244K | Buy |
+5,487
| New | +$244K | 0.02% | 145 |
|