IWA
Intercontinental Wealth Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $455K | Buy |
7,638
+272
| +4% | +$16.2K | 0.11% | 197 |
|
|
2023
Q1 | $459K | Sell |
7,366
-3,292
| -31% | -$205K | 0.12% | 204 |
|
|
2022
Q4 | $773K | Sell |
10,658
-307
| -3% | -$22.3K | 0.23% | 104 |
|
|
2022
Q3 | $708K | Buy |
10,965
+197
| +2% | +$12.7K | 0.22% | 104 |
|
|
2022
Q2 | $735K | Sell |
10,768
-184
| -2% | -$12.6K | 0.2% | 107 |
|
|
2022
Q1 | $729K | Buy |
10,952
+3,680
| +51% | +$245K | 0.17% | 125 |
|
|
2021
Q4 | $599K | Buy |
7,272
+3,155
| +77% | +$260K | 0.13% | 164 |
|
|
2021
Q3 | $301K | Sell |
4,117
-603
| -13% | -$44.1K | 0.07% | 230 |
|
|
2021
Q2 | $351K | Buy |
4,720
+758
| +19% | +$56.4K | 0.07% | 220 |
|
|
2021
Q1 | $299K | Buy |
3,962
+561
| +16% | +$42.3K | 0.07% | 211 |
|
|
2020
Q4 | $226K | Buy |
+3,401
| New | +$226K | 0.05% | 231 |
|