Crewe 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
Q3 | – | Sell |
-305
| Closed | -$16K | – | 1001 |
|
|
2024
Q2 | $16K | Buy |
305
+224
| +277% | +$11.7K | ﹤0.01% | 594 |
|
|
2024
Q1 | $4.78K | Buy |
+81
| New | +$4.78K | ﹤0.01% | 738 |
|
|
2023
Q1 | – | Sell |
-108
| Closed | -$5.23K | – | 1042 |
|
|
2022
Q4 | $5.23K | Sell |
108
-77
| -42% | -$3.73K | ﹤0.01% | 661 |
|
|
2022
Q3 | $8K | Buy |
185
+77
| +71% | +$3.33K | ﹤0.01% | 741 |
|
|
2022
Q2 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 779 |
|