GYL Financial Synergies’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
Q3 | $244K | Buy |
4,302
+15
| +0.3% | +$851 | 0.02% | 326 |
|
|
2024
Q2 | $225K | Buy |
4,287
+4
| +0.1% | +$210 | 0.02% | 343 |
|
|
2024
Q1 | $252K | Buy |
4,283
+18
| +0.4% | +$1.06K | 0.02% | 317 |
|
|
2023
Q4 | $201K | Buy |
+4,265
| New | +$201K | 0.02% | 360 |
|
|
2023
Q1 | – | Sell |
-4,307
| Closed | -$208K | – | 291 |
|
|
2022
Q4 | $208K | Buy |
+4,307
| New | +$208K | 0.05% | 207 |
|