Globeflex Capital’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,159
| Closed | -$131K | – | 519 |
|
|
2023
Q1 | $131K | Hold |
3,159
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $153K | Hold |
3,159
| – | – | 0.02% | 356 |
|
|
2022
Q3 | $136K | Hold |
3,159
| – | – | 0.02% | 378 |
|
|
2022
Q2 | $144K | Hold |
3,159
| – | – | 0.04% | 345 |
|
|
2022
Q1 | $140K | Buy |
+3,159
| New | +$140K | 0.03% | 365 |
|