Israel Discount Bank of New York’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
Q3 | – | Sell |
-3,696
| Closed | -$79K | – | 447 |
|
|
2018
Q2 | $79K | Hold |
3,696
| – | – | 0.05% | 169 |
|
|
2018
Q1 | $80K | Hold |
3,696
| – | – | 0.05% | 168 |
|
|
2017
Q4 | $78K | Hold |
3,696
| – | – | 0.05% | 175 |
|
|
2017
Q3 | $73K | Sell |
3,696
-84
| -2% | -$1.66K | 0.05% | 188 |
|
|
2017
Q2 | $77K | Sell |
3,780
-101
| -3% | -$2.06K | 0.06% | 179 |
|
|
2017
Q1 | $81K | Hold |
3,881
| – | – | 0.07% | 155 |
|
|
2016
Q4 | $76K | Buy |
+3,881
| New | +$76K | 0.07% | 176 |
|