CSat Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $75K | Buy |
2,248
+20
| +0.9% | +$667 | 0.06% | 113 |
|
|
2020
Q4 | $66K | Sell |
2,228
-769
| -26% | -$22.8K | 0.06% | 114 |
|
|
2020
Q3 | $81K | Sell |
2,997
-34
| -1% | -$919 | 0.01% | 549 |
|
|
2020
Q2 | $77K | Buy |
3,031
+945
| +45% | +$24K | 0.01% | 566 |
|
|
2020
Q1 | $48K | Buy |
2,086
+77
| +4% | +$1.77K | 0.01% | 536 |
|
|
2019
Q4 | $62K | Buy |
2,009
+1,203
| +149% | +$37.1K | 0.02% | 549 |
|
|
2019
Q3 | $26K | Buy |
806
+144
| +22% | +$4.65K | 0.01% | 660 |
|
|
2019
Q2 | $19K | Buy |
+662
| New | +$19K | 0.01% | 702 |
|