GTS Securities’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,693
| Closed | -$380K | – | 2226 |
|
|
2024
Q3 | $380K | Sell |
6,693
-2,238
| -25% | -$127K | ﹤0.01% | 1201 |
|
|
2024
Q2 | $468K | Buy |
8,931
+5,070
| +131% | +$266K | ﹤0.01% | 988 |
|
|
2024
Q1 | $228K | Sell |
3,861
-1,956
| -34% | -$115K | ﹤0.01% | 1149 |
|
|
2023
Q4 | $274K | Buy |
+5,817
| New | +$274K | ﹤0.01% | 1174 |
|