LFA
Legacy Financial Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-7,956
| Closed | -$525K | – | 118 |
|
|
2019
Q2 | $525K | Buy |
7,956
+2,508
| +46% | +$165K | 0.19% | 55 |
|
|
2019
Q1 | $462K | Sell |
5,448
-3,193
| -37% | -$271K | 0.16% | 63 |
|
|
2018
Q4 | $639K | Buy |
8,641
+517
| +6% | +$38.2K | 0.25% | 43 |
|
|
2018
Q3 | $649K | Sell |
8,124
-26
| -0.3% | -$2.08K | 0.24% | 41 |
|
|
2018
Q2 | $598K | Buy |
8,150
+121
| +2% | +$8.88K | 0.23% | 39 |
|
|
2018
Q1 | $583K | Buy |
8,029
+2,475
| +45% | +$180K | 0.23% | 41 |
|
|
2017
Q4 | $397K | Buy |
+5,554
| New | +$397K | 0.16% | 55 |
|