Financial Architects (New Jersey)’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-898
| Closed | -$23K | – | 1345 |
|
|
2019
Q1 | $23K | Sell |
898
-7
| -0.8% | -$179 | ﹤0.01% | 750 |
|
|
2018
Q4 | $20K | Hold |
905
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $21K | Sell |
905
-20
| -2% | -$464 | ﹤0.01% | 790 |
|
|
2018
Q2 | $20K | Buy |
925
+135
| +17% | +$2.92K | ﹤0.01% | 813 |
|
|
2018
Q1 | $17K | Sell |
790
-44
| -5% | -$947 | ﹤0.01% | 812 |
|
|
2017
Q4 | $18K | Hold |
834
| – | – | ﹤0.01% | 874 |
|
|
2017
Q3 | $16K | Sell |
834
-20
| -2% | -$384 | ﹤0.01% | 922 |
|
|
2017
Q2 | $18K | Buy |
854
+105
| +14% | +$2.21K | ﹤0.01% | 881 |
|
|
2017
Q1 | $16K | Sell |
749
-105
| -12% | -$2.24K | ﹤0.01% | 905 |
|
|
2016
Q4 | $17K | Buy |
854
+240
| +39% | +$4.78K | ﹤0.01% | 870 |
|
|
2016
Q3 | $11K | Hold |
614
| – | – | ﹤0.01% | 969 |
|
|
2016
Q2 | $11K | Buy |
+614
| New | +$11K | ﹤0.01% | 944 |
|