GW & Wade’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
Q4 | $3.74M | Buy |
79,317
+1,441
| +2% | +$67.9K | 0.12% | 123 |
|
|
2023
Q3 | $3.3M | Sell |
77,876
-15,000
| -16% | -$635K | 0.12% | 122 |
|
|
2023
Q2 | $3.69M | Buy |
92,876
+177
| +0.2% | +$7.03K | 0.13% | 115 |
|
|
2023
Q1 | $3.85M | Buy |
92,699
+812
| +0.9% | +$33.7K | 0.15% | 109 |
|
|
2022
Q4 | $4.45M | Buy |
91,887
+268
| +0.3% | +$13K | 0.18% | 100 |
|
|
2022
Q3 | $3.94M | Buy |
+91,619
| New | +$3.94M | 0.19% | 91 |
|