CIM
Contravisory Investment Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,068
| Closed | -$398K | – | 402 |
|
|
2024
Q2 | $398K | Buy |
+5,068
| New | +$398K | 0.09% | 154 |
|
|
2022
Q2 | – | Sell |
-8,188
| Closed | -$545K | – | 383 |
|
|
2022
Q1 | $545K | Buy |
8,188
+2,725
| +50% | +$181K | 0.15% | 79 |
|
|
2021
Q4 | $450K | Buy |
+5,463
| New | +$450K | 0.12% | 117 |
|