Endurance Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-591
| Closed | -$10K | – | 505 |
|
|
2016
Q2 | $10K | Hold |
591
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $10 | Hold |
591
| – | – | ﹤0.01% | 389 |
|
|
2015
Q4 | $10K | Hold |
591
| – | – | ﹤0.01% | 404 |
|
|
2015
Q3 | $10K | Hold |
591
| – | – | ﹤0.01% | 406 |
|
|
2015
Q2 | $9K | Buy |
+591
| New | +$9K | ﹤0.01% | 417 |
|