CWA
Clarus Wealth Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,410
| Closed | -$272K | – | 138 |
|
|
2021
Q1 | $272K | Hold |
3,410
| – | – | 0.17% | 106 |
|
|
2020
Q4 | $226K | Hold |
3,410
| – | – | 0.15% | 118 |
|
|
2020
Q3 | $210K | Buy |
+3,410
| New | +$210K | 0.16% | 115 |
|
|
2020
Q1 | – | Sell |
-3,410
| Closed | -$234K | – | 152 |
|
|
2019
Q4 | $234K | Sell |
3,410
-3,113
| -48% | -$214K | 0.15% | 121 |
|
|
2019
Q3 | $471K | Buy |
+6,523
| New | +$471K | 0.34% | 67 |
|