Evoke Wealth’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-174
| Closed | -$8K | – | 1148 |
|
|
2022
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 806 |
|
|
2022
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $8K | Sell |
174
-2
| -1% | -$92 | ﹤0.01% | 819 |
|
|
2021
Q4 | $6K | Hold |
176
| – | – | ﹤0.01% | 880 |
|
|
2021
Q3 | $5K | Sell |
176
-4
| -2% | -$114 | ﹤0.01% | 868 |
|
|
2021
Q2 | $6K | Sell |
180
-7
| -4% | -$233 | ﹤0.01% | 848 |
|
|
2021
Q1 | $6K | Hold |
187
| – | – | ﹤0.01% | 818 |
|
|
2020
Q4 | $6K | Hold |
187
| – | – | ﹤0.01% | 693 |
|
|
2020
Q3 | $5K | Sell |
187
-74
| -28% | -$1.98K | ﹤0.01% | 687 |
|
|
2020
Q2 | $7K | Buy |
261
+43
| +20% | +$1.15K | ﹤0.01% | 611 |
|
|
2020
Q1 | $5.05K | Buy |
218
+132
| +153% | +$3.06K | ﹤0.01% | 605 |
|
|
2019
Q4 | $2.61K | Buy |
86
+12
| +16% | +$364 | ﹤0.01% | 1033 |
|
|
2019
Q3 | $2.41K | Buy |
+74
| New | +$2.41K | ﹤0.01% | 1169 |
|