Disciplined Investments’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
Q3 | – | Sell |
-48
| Closed | -$1.91K | – | 1566 |
|
|
2023
Q2 | $1.91K | Sell |
48
-3
| -6% | -$119 | ﹤0.01% | 673 |
|
|
2023
Q1 | $2.12K | Sell |
51
-26
| -34% | -$1.08K | ﹤0.01% | 639 |
|
|
2022
Q4 | $3.7K | Buy |
77
+2
| +3% | +$96 | ﹤0.01% | 445 |
|
|
2022
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 557 |
|
|
2022
Q2 | $3K | Buy |
75
+15
| +25% | +$600 | ﹤0.01% | 584 |
|
|
2022
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 614 |
|