Cetera Advisor Networks’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.4M | Sell |
23,819
-3,430
| -13% | -$202K | 0.01% | 1227 |
|
|
2023
Q4 | $1.28M | Buy |
27,249
+8,224
| +43% | +$388K | 0.01% | 1223 |
|
|
2023
Q3 | $805K | Buy |
19,025
+1,311
| +7% | +$55.5K | 0.01% | 1426 |
|
|
2023
Q2 | $703K | Sell |
17,714
-7,218
| -29% | -$287K | ﹤0.01% | 1490 |
|
|
2023
Q1 | $1.03M | Sell |
24,932
-3,196
| -11% | -$133K | 0.01% | 1216 |
|
|
2022
Q4 | $1.36M | Buy |
28,128
+21,654
| +334% | +$1.05M | 0.01% | 1014 |
|
|
2022
Q3 | $279K | Buy |
+6,474
| New | +$279K | ﹤0.01% | 1648 |
|
|
2022
Q2 | – | Sell |
-4,506
| Closed | -$200K | – | 2203 |
|
|
2022
Q1 | $200K | Buy |
+4,506
| New | +$200K | ﹤0.01% | 1899 |
|
|
2020
Q3 | – | Sell |
-2,905
| Closed | -$74K | – | 3032 |
|
|
2020
Q2 | $74K | Buy |
+2,905
| New | +$74K | ﹤0.01% | 1696 |
|