FinTrust Capital Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $35K | Hold |
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2024
Q2 | $32.3K | Buy |
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|
2024
Q1 | $36.4K | Hold |
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|
2023
Q4 | $29K | Buy |
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|
2023
Q3 | $26K | Sell |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $185K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $25K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Buy |
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