Harvest Fund Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 588 |
|
|
2025
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 641 |
|
|
2024
Q2 | – | Sell |
-6,591
| Closed | -$388K | – | 774 |
|
|
2024
Q1 | $388K | Buy |
+6,591
| New | +$388K | 0.03% | 239 |
|
|
2023
Q1 | – | Sell |
-615
| Closed | -$30K | – | 838 |
|
|
2022
Q4 | $30K | Sell |
615
-1,305
| -68% | -$63.7K | 0.01% | 556 |
|
|
2022
Q3 | $83K | Buy |
1,920
+483
| +34% | +$20.9K | 0.02% | 332 |
|
|
2022
Q2 | $65K | Buy |
+1,437
| New | +$65K | 0.02% | 375 |
|