Center for Financial Planning’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-105
| Closed | -$5K | – | 671 |
|
|
2022
Q3 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 434 |
|
|
2021
Q2 | – | Sell |
-95
| Closed | -$3K | – | 549 |
|
|
2021
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 481 |
|
|
2020
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 517 |
|
|
2019
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 418 |
|