Industrial Alliance Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,675
| Closed | -$734K | – | 499 |
|
|
2023
Q1 | $734K | Buy |
17,675
+13,169
| +292% | +$547K | 0.02% | 328 |
|
|
2022
Q4 | $218K | Buy |
+4,506
| New | +$218K | 0.01% | 352 |
|
|
2022
Q3 | – | Sell |
-5,273
| Closed | -$240K | – | 446 |
|
|
2022
Q2 | $240K | Buy |
+5,273
| New | +$240K | 0.01% | 340 |
|
|
2022
Q1 | – | Sell |
-6,876
| Closed | -$252K | – | 454 |
|
|
2021
Q4 | $252K | Buy |
+6,876
| New | +$252K | 0.01% | 358 |
|