Carolinas Wealth Consulting’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-245
Closed -$10.2K 1122
2023
Q1
$10.2K Buy
245
+2
+0.8% +$83 ﹤0.01% 604
2022
Q4
$11.8K Buy
+243
New +$11.8K ﹤0.01% 596