J.W. Cole Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+2,981
| New | +$219K | ﹤0.01% | 1316 |
|
|
2025
Q1 | – | Sell |
-4,679
| Closed | -$274K | – | 1357 |
|
|
2024
Q4 | $274K | Buy |
4,679
+271
| +6% | +$15.9K | 0.01% | 813 |
|
|
2024
Q3 | $250K | Buy |
4,408
+182
| +4% | +$10.3K | 0.01% | 831 |
|
|
2024
Q2 | $221K | Buy |
4,226
+11
| +0.3% | +$576 | 0.01% | 812 |
|
|
2024
Q1 | $249K | Buy |
+4,215
| New | +$249K | 0.01% | 760 |
|