Carroll Financial Associates’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $48K | Hold |
1,350
| – | – | ﹤0.01% | 739 |
|
|
2021
Q3 | $43K | Hold |
1,350
| – | – | ﹤0.01% | 786 |
|
|
2021
Q2 | $44K | Sell |
1,350
-77
| -5% | -$2.51K | ﹤0.01% | 855 |
|
|
2021
Q1 | $47K | Buy |
1,427
+27
| +2% | +$889 | ﹤0.01% | 787 |
|
|
2020
Q4 | $41K | Hold |
1,400
| – | – | ﹤0.01% | 754 |
|
|
2020
Q3 | $38K | Hold |
1,400
| – | – | ﹤0.01% | 720 |
|
|
2020
Q2 | $35K | Hold |
1,400
| – | – | ﹤0.01% | 733 |
|
|
2020
Q1 | $32K | Buy |
1,400
+50
| +4% | +$1.14K | ﹤0.01% | 683 |
|
|
2019
Q4 | $41K | Hold |
1,350
| – | – | ﹤0.01% | 699 |
|
|
2019
Q3 | $43K | Buy |
+1,350
| New | +$43K | ﹤0.01% | 654 |
|