Carroll Financial Associates’s W.R. Berkley WRB Stock Holding History

Carroll Financial Associates’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$48K	Hold
2021 Q3	$43K	Hold
2021 Q2	$44K	Sell
2021 Q1	$47K	Buy
2020 Q4	$41K	Hold
2020 Q3	$38K	Hold
2020 Q2	$35K	Hold
2020 Q1	$32K	Buy
2019 Q4	$41K	Hold
2019 Q3	$43K	Buy