Desjardins Global Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $134K | Buy |
2,832
+39
| +1% | +$1.84K | 0.01% | 417 |
|
|
2023
Q3 | $118K | Sell |
2,793
-942
| -25% | -$39.9K | 0.01% | 443 |
|
|
2023
Q2 | $148K | Buy |
3,735
+1,852
| +98% | +$73.5K | 0.02% | 467 |
|
|
2023
Q1 | $78K | Sell |
1,883
-29,065
| -94% | -$1.2M | 0.01% | 487 |
|
|
2022
Q4 | $1.5M | Sell |
30,948
-5,226
| -14% | -$253K | 0.24% | 94 |
|
|
2022
Q3 | $1.56M | Sell |
36,174
-4,770
| -12% | -$205K | 0.2% | 106 |
|
|
2022
Q2 | $1.86M | Buy |
+40,944
| New | +$1.86M | 0.24% | 90 |
|