Graves Light Lenhart Wealth’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,195
| Closed | -$142K | – | 703 |
|
|
2022
Q1 | $142K | Sell |
3,195
-1,688
| -35% | -$75K | 0.02% | 214 |
|
|
2021
Q4 | $179K | Hold |
4,883
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $159K | Hold |
4,883
| – | – | 0.03% | 202 |
|
|
2021
Q2 | $162K | Sell |
4,883
-414
| -8% | -$13.7K | 0.03% | 198 |
|
|
2021
Q1 | $177K | Hold |
5,297
| – | – | 0.03% | 193 |
|
|
2020
Q4 | $156K | Buy |
+5,297
| New | +$156K | 0.03% | 196 |
|