Money Concepts Capital’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,908
| Closed | -$92.3K | – | 2920 |
|
|
2022
Q4 | $92.3K | Buy |
1,908
+367
| +24% | +$17.8K | ﹤0.01% | 1001 |
|
|
2022
Q3 | $66K | Sell |
1,541
-90
| -6% | -$3.86K | ﹤0.01% | 661 |
|
|
2022
Q2 | $75K | Sell |
1,631
-922
| -36% | -$42.4K | 0.01% | 628 |
|
|
2022
Q1 | $113K | Buy |
+2,553
| New | +$113K | 0.01% | 942 |
|