LWM
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Lenox Wealth Management’s W.R. Berkley WRB Stock Holding History

Lenox Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		$8K Hold
338
– – ﹤0.01% 472
2020
Q1 		$7K Hold
338
– – ﹤0.01% 444
2019
Q4 		$10K Hold
338
– – ﹤0.01% 450
2019
Q3 		$10K Sell
338
-168
-33% -$4.97K ﹤0.01% 455
2019
Q2 		$14K Buy
+506
New +$14K ﹤0.01% 394