FormulaFolio Investments’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $17K | Hold |
506
| – | – | 0.01% | 204 |
|
|
2021
Q1 | $18K | Buy |
+506
| New | +$18K | 0.01% | 196 |
|
|
2016
Q1 | – | Sell |
-16,990
| Closed | -$276K | – | 150 |
|
|
2015
Q4 | $276K | Buy |
16,990
+2,083
| +14% | +$33.8K | 0.07% | 87 |
|
|
2015
Q3 | $240K | Buy |
14,907
+175
| +1% | +$2.82K | 0.08% | 63 |
|
|
2015
Q2 | $227K | Buy |
+14,732
| New | +$227K | 0.06% | 102 |
|