Kelly Lawrence W & Associates’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-608
| Closed | -$9K | – | 133 |
|
|
2014
Q4 | $9K | Buy |
+608
| New | +$9K | ﹤0.01% | 121 |
|
|
2014
Q3 | – | Sell |
-810
| Closed | -$11K | – | 118 |
|
|
2014
Q2 | $11K | Sell |
810
-675
| -45% | -$9.17K | ﹤0.01% | 119 |
|
|
2014
Q1 | $18K | Buy |
1,485
+675
| +83% | +$8.18K | ﹤0.01% | 112 |
|
|
2013
Q4 | $10K | Buy |
+810
| New | +$10K | ﹤0.01% | 117 |
|