Mutual Advisors’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
-10,383
Closed -$612K 1166
2024
Q1
$612K Buy
10,383
+1,498
+17% +$88.3K 0.02% 625
2023
Q4
$419K Buy
+8,885
New +$419K 0.01% 704