Intellectus Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-169
| Closed | -$4K | – | 610 |
|
|
2017
Q4 | $4K | Hold |
169
| – | – | ﹤0.01% | 544 |
|
|
2017
Q3 | $3K | Hold |
169
| – | – | ﹤0.01% | 704 |
|
|
2017
Q2 | $3K | Hold |
169
| – | – | ﹤0.01% | 691 |
|
|
2017
Q1 | $4K | Hold |
169
| – | – | ﹤0.01% | 613 |
|
|
2016
Q4 | $3K | Buy |
+169
| New | +$3K | ﹤0.01% | 636 |
|