First Allied Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $214K | Sell |
|
|||||
|
2020
Q2 | $203K | Sell |
|
|||||
|
2020
Q1 | $353K | Buy |
|
|||||
|
2019
Q4 | $382K | Buy |
|
|||||
|
2019
Q3 | $353K | Sell |
|
|||||
|
2019
Q2 | $421K | Sell |
|
|||||
|
2019
Q1 | $390K | Buy |
|
|||||
|
2018
Q4 | $328K | Sell |
|
|||||
|
2018
Q3 | $377K | Sell |
|
|||||
|
2018
Q2 | $345K | Buy |
|
|||||
|
2018
Q1 | $327K | Buy |
|
|||||
|
2017
Q4 | $257K | Buy |
|
|||||
|
2017
Q3 | $202K | Buy |
|
|||||
|
2017
Q2 | $207K | Sell |
|
|||||
|
2017
Q1 | $220K | Buy |
|