Cetera Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $968K | Buy |
+16,410
| New | +$968K | 0.01% | 1177 |
|
|
2023
Q1 | – | Sell |
-8,468
| Closed | -$410K | – | 1716 |
|
|
2022
Q4 | $410K | Buy |
+8,468
| New | +$410K | 0.01% | 1075 |
|
|
2016
Q3 | – | Sell |
-15,123
| Closed | -$267K | – | 817 |
|
|
2016
Q2 | $267K | Buy |
+15,123
| New | +$267K | 0.02% | 597 |
|