Mirabella Financial Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,995
| Closed | -$236K | – | 717 |
|
|
2024
Q1 | $236K | Sell |
3,995
-13,290
| -77% | -$785K | 0.02% | 428 |
|
|
2023
Q4 | $815K | Buy |
+17,285
| New | +$815K | 0.11% | 149 |
|
|
2023
Q2 | – | Sell |
-7,862
| Closed | -$326K | – | 670 |
|
|
2023
Q1 | $326K | Sell |
7,862
-4,750
| -38% | -$197K | 0.05% | 263 |
|
|
2022
Q4 | $610K | Sell |
12,612
-34,343
| -73% | -$1.66M | 0.05% | 184 |
|
|
2022
Q3 | $2.04M | Sell |
46,955
-46,440
| -50% | -$2.02M | 0.21% | 76 |
|
|
2022
Q2 | $4.25M | Buy |
93,395
+57,468
| +160% | +$2.62M | 0.42% | 50 |
|
|
2022
Q1 | $1.6M | Sell |
35,927
-48,817
| -58% | -$2.17M | 0.18% | 111 |
|
|
2021
Q4 | $3.1M | Buy |
+84,744
| New | +$3.1M | 0.31% | 75 |
|
|
2021
Q1 | – | Sell |
-84,863
| Closed | -$2.51M | – | 426 |
|
|
2020
Q4 | $2.51M | Buy |
+84,863
| New | +$2.51M | 0.31% | 99 |
|