EWA
EverSource Wealth Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
8,308
+186
| +2% | +$13.7K | 0.03% | 391 |
|
|
2025
Q1 | $578K | Sell |
8,122
-494
| -6% | -$35.2K | 0.03% | 349 |
|
|
2024
Q4 | $504K | Buy |
8,616
+355
| +4% | +$20.8K | 0.03% | 366 |
|
|
2024
Q3 | $469K | Buy |
8,261
+182
| +2% | -$219K | 0.03% | 342 |
|
|
2024
Q2 | $445K | Buy |
8,079
+3,083
| +62% | +$170K | 0.03% | 341 |
|
|
2024
Q1 | $385K | Sell |
4,996
-184
| -4% | -$14.2K | 0.03% | 326 |
|
|
2023
Q4 | $366K | Sell |
5,180
-9
| -0.2% | -$660 | 0.03% | 299 |
|
|
2023
Q3 | $329K | Sell |
5,189
-314
| -6% | -$19.9K | 0.03% | 287 |
|
|
2023
Q2 | $328K | Sell |
5,503
-339
| -6% | -$20.2K | 0.04% | 288 |
|
|
2023
Q1 | $364K | Sell |
5,842
-1,158
| -17% | -$72.1K | 0.05% | 270 |
|
|
2022
Q4 | $508K | Sell |
7,000
-5,430
| -44% | -$394K | 0.08% | 195 |
|
|
2022
Q3 | $803K | Sell |
12,430
-1,564
| -11% | -$101K | 0.18% | 103 |
|
|
2022
Q2 | $955K | Buy |
13,994
+193
| +1% | +$13.1K | 0.25% | 76 |
|
|
2022
Q1 | $919K | Buy |
13,801
+9,513
| +222% | +$491K | 0.23% | 79 |
|
|
2021
Q4 | $353K | Buy |
+4,288
| New | +$353K | 0.1% | 157 |
|