Curi Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6
| Closed | – | – | 704 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 734 |
|
|
2022
Q1 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 615 |
|
|
2021
Q1 | – | Sell |
-7
| Closed | – | – | 498 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 524 |
|