D.B. Root & Company’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
Q2 | – | Sell |
-11,886
| Closed | -$527K | – | 187 |
|
|
2022
Q1 | $527K | Buy |
11,886
+6
| +0.1% | +$266 | 0.2% | 115 |
|
|
2021
Q4 | $435K | Sell |
11,880
-221
| -2% | -$8.09K | 0.16% | 140 |
|
|
2021
Q3 | $393K | Sell |
12,101
-2,414
| -17% | -$78.4K | 0.15% | 150 |
|
|
2021
Q2 | $480K | Sell |
14,515
-3,744
| -21% | -$124K | 0.18% | 141 |
|
|
2021
Q1 | $611K | Sell |
18,259
-200
| -1% | -$6.69K | 0.24% | 111 |
|
|
2020
Q4 | $544K | Sell |
18,459
-70
| -0.4% | -$2.06K | 0.22% | 118 |
|
|
2020
Q3 | $503K | Buy |
+18,529
| New | +$503K | 0.2% | 126 |
|