GoalVest Advisory’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$427 | – | 532 |
|
|
2025
Q1 | $427 | Buy |
+6
| New | +$427 | ﹤0.01% | 376 |
|
|
2023
Q4 | – | Sell |
-282
| Closed | -$11.9K | – | 506 |
|
|
2023
Q3 | $11.9K | Buy |
282
+12
| +4% | +$508 | 0.01% | 259 |
|
|
2023
Q2 | $10.7K | Buy |
+270
| New | +$10.7K | 0.01% | 247 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | – | – | 555 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 516 |
|