Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-128
| Closed | -$2K | – | 1011 |
|
|
2016
Q3 | $2K | Hold |
128
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 1103 |
|
|
2016
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 1117 |
|
|
2015
Q3 | $2K | Hold |
128
| – | – | ﹤0.01% | 1133 |
|
|
2015
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 1163 |
|
|
2015
Q1 | $1K | Buy |
+128
| New | +$1K | ﹤0.01% | 1228 |
|