IFS
Intelligent Financial Strategies’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
231
| – | – | 0.01% | 77 |
|
|
2025
Q1 | $16.4K | Hold |
231
| – | – | 0.01% | 75 |
|
|
2024
Q4 | $13.5K | Hold |
231
| – | – | 0.01% | 76 |
|
|
2024
Q3 | $13.1K | Buy |
231
+77
| +50% | +$4.37K | 0.01% | 79 |
|
|
2024
Q2 | $12.1K | Sell |
154
-349
| -69% | -$27.4K | 0.01% | 79 |
|
|
2024
Q1 | $44.5K | Buy |
+503
| New | +$44.5K | 0.03% | 60 |
|