Continuum Advisory’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-130
| Closed | -$9.25K | – | 1586 |
|
|
2025
Q1 | $9.25K | Sell |
130
-294
| -69% | -$20.9K | ﹤0.01% | 996 |
|
|
2024
Q4 | $24.8K | Buy |
424
+71
| +20% | +$4.16K | ﹤0.01% | 813 |
|
|
2024
Q3 | $21.1K | Buy |
353
+278
| +371% | +$16.6K | ﹤0.01% | 831 |
|
|
2024
Q2 | $3.93K | Hold |
75
| – | – | ﹤0.01% | 1134 |
|
|
2024
Q1 | $3.94K | Buy |
+75
| New | +$3.94K | ﹤0.01% | 1117 |
|