Gradient Investments’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$1.56K | – | 1856 |
|
|
2023
Q4 | $1.56K | Hold |
33
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q3 | $1.4K | Hold |
33
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q2 | $1.31K | Sell |
33
-14
| -30% | -$556 | ﹤0.01% | 1280 |
|
|
2023
Q1 | $1.93K | Buy |
+47
| New | +$1.93K | ﹤0.01% | 1112 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 1218 |
|
|
2020
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1257 |
|