Colonial Trust 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
Q2 | – | Sell |
-432
| Closed | -$25.5K | – | 1030 |
|
|
2024
Q1 | $25.5K | Buy |
432
+429
| +14,300% | +$25.3K | ﹤0.01% | 431 |
|
|
2023
Q4 | $141 | Hold |
3
| – | – | ﹤0.01% | 886 |
|
|
2023
Q3 | $127 | Buy |
+3
| New | +$127 | ﹤0.01% | 897 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$145 | – | 936 |
|
|
2022
Q4 | $145 | Buy |
+3
| New | +$145 | ﹤0.01% | 886 |
|