Foster Group’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
Q4 | – | Sell |
-20,471
| Closed | -$666K | – | 146 |
|
|
2021
Q3 | $666K | Sell |
20,471
-20,436
| -50% | -$665K | 0.07% | 73 |
|
|
2021
Q2 | $1.35M | Buy |
40,907
+630
| +2% | +$20.8K | 0.16% | 37 |
|
|
2021
Q1 | $1.35M | Hold |
40,277
| – | – | 0.21% | 27 |
|
|
2020
Q4 | $1.18M | Buy |
+40,277
| New | +$1.18M | 0.22% | 26 |
|