Duality Advisers’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 | – | Sell |
-15,512
| Closed | -$657K | – | 765 |
|
|
2023
Q3 | $657K | Buy |
+15,512
| New | +$657K | 0.08% | 371 |
|
|
2023
Q2 | – | Sell |
-39,075
| Closed | -$1.62M | – | 762 |
|
|
2023
Q1 | $1.62M | Sell |
39,075
-1,358
| -3% | -$56.4K | 0.18% | 204 |
|
|
2022
Q4 | $1.96M | Buy |
+40,433
| New | +$1.96M | 0.22% | 162 |
|