Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-813
| Closed | -$32.3K | – | 650 |
|
|
2023
Q2 | $32.3K | Buy |
813
+3
| +0.4% | +$119 | 0.03% | 221 |
|
|
2023
Q1 | $33.7K | Hold |
810
| – | – | 0.03% | 222 |
|
|
2022
Q4 | $39.2K | Buy |
810
+3
| +0.4% | +$145 | 0.03% | 180 |
|
|
2022
Q3 | $35K | Buy |
807
+7
| +0.9% | +$304 | 0.03% | 198 |
|
|
2022
Q2 | $36K | Hold |
800
| – | – | 0.03% | 214 |
|
|
2022
Q1 | $36K | Sell |
800
-1
| -0.1% | -$45 | 0.02% | 236 |
|
|
2021
Q4 | $29K | Buy |
801
+11
| +1% | +$398 | 0.02% | 286 |
|
|
2021
Q3 | $26K | Buy |
790
+9
| +1% | +$296 | 0.02% | 307 |
|
|
2021
Q2 | $26K | Hold |
781
| – | – | 0.02% | 312 |
|
|
2021
Q1 | $26K | Hold |
781
| – | – | 0.02% | 304 |
|
|
2020
Q4 | $23K | Buy |
+781
| New | +$23K | 0.02% | 291 |
|