Daymark Wealth Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
4,247
+448
| +12% | +$32.9K | 0.01% | 439 |
|
|
2025
Q1 | $270K | Sell |
3,799
-346
| -8% | -$24.6K | 0.01% | 436 |
|
|
2024
Q4 | $243K | Sell |
4,145
-482
| -10% | -$28.2K | 0.01% | 452 |
|
|
2024
Q3 | $262K | Sell |
4,627
-538
| -10% | -$30.5K | 0.01% | 456 |
|
|
2024
Q2 | $271K | Buy |
+5,165
| New | +$271K | 0.01% | 414 |
|