Pacifica Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$3K | – | 509 |
|
|
2022
Q2 | $3K | Buy |
65
+21
| +48% | +$969 | ﹤0.01% | 421 |
|
|
2022
Q1 | $3K | Sell |
44
-21
| -32% | -$1.43K | ﹤0.01% | 422 |
|
|
2021
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 444 |
|