MWM
Mascoma Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.7K | Hold |
1,125
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $80.1K | Sell |
1,125
-45
| -4% | -$3.2K | 0.02% | 154 |
|
|
2024
Q4 | $68.5K | Hold |
1,170
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $66.4K | Buy |
1,170
+380
| +48% | +$21.6K | 0.02% | 174 |
|
|
2024
Q2 | $62.1K | Buy |
+790
| New | +$62.1K | 0.02% | 176 |
|