Intercontinental Wealth Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $599K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $351K | Buy |
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|
2021
Q1 | $299K | Buy |
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|
2020
Q4 | $226K | Buy |
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