Parkside Financial Bank & Trust’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.2K | Buy |
724
+97
| +15% | +$7.13K | 0.01% | 876 |
|
|
2025
Q1 | $44.6K | Buy |
627
+10
| +2% | +$712 | 0.01% | 877 |
|
|
2024
Q4 | $36.1K | Buy |
617
+16
| +3% | +$936 | ﹤0.01% | 911 |
|
|
2024
Q3 | $34.1K | Buy |
601
+65
| +12% | +$3.69K | ﹤0.01% | 902 |
|
|
2024
Q2 | $28.1K | Sell |
536
-666
| -55% | -$34.9K | ﹤0.01% | 938 |
|
|
2024
Q1 | $70.8K | Buy |
1,202
+125
| +12% | +$7.37K | 0.01% | 630 |
|
|
2023
Q4 | $50.8K | Buy |
1,077
+468
| +77% | +$22.1K | 0.01% | 680 |
|
|
2023
Q3 | $25.8K | Buy |
609
+313
| +106% | +$13.2K | 0.01% | 821 |
|
|
2023
Q2 | $11.7K | Sell |
296
-180
| -38% | -$7.14K | ﹤0.01% | 1071 |
|
|
2023
Q1 | $19.7K | Sell |
476
-198
| -29% | -$8.21K | 0.01% | 886 |
|
|
2022
Q4 | $32.6K | Buy |
674
+260
| +63% | +$12.6K | 0.01% | 703 |
|
|
2022
Q3 | $18K | Sell |
414
-227
| -35% | -$9.87K | 0.01% | 844 |
|
|
2022
Q2 | $29K | Buy |
641
+368
| +135% | +$16.6K | 0.01% | 705 |
|
|
2022
Q1 | $12K | Buy |
273
+133
| +95% | +$5.85K | ﹤0.01% | 983 |
|
|
2021
Q4 | $5K | Buy |
140
+3
| +2% | +$107 | ﹤0.01% | 1355 |
|
|
2021
Q3 | $4K | Sell |
137
-21
| -13% | -$613 | ﹤0.01% | 1374 |
|
|
2021
Q2 | $5K | Hold |
158
| – | – | ﹤0.01% | 1267 |
|
|
2021
Q1 | $5K | Sell |
158
-2
| -1% | -$63 | ﹤0.01% | 1232 |
|
|
2020
Q4 | $5K | Hold |
160
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q3 | $4K | Sell |
160
-16
| -9% | -$400 | ﹤0.01% | 1001 |
|
|
2020
Q2 | $4K | Hold |
176
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q1 | $4K | Buy |
176
+115
| +189% | +$2.61K | ﹤0.01% | 954 |
|
|
2019
Q4 | $2K | Buy |
61
+14
| +30% | +$459 | ﹤0.01% | 1263 |
|
|
2019
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1228 |
|
|
2019
Q2 | $1K | Buy |
47
+23
| +96% | +$489 | ﹤0.01% | 1487 |
|
|
2019
Q1 | $1K | Sell |
24
-74
| -76% | -$3.08K | ﹤0.01% | 1448 |
|
|
2018
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1111 |
|
|
2018
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 1147 |
|
|
2018
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 1062 |
|
|
2017
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1023 |
|
|
2017
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1002 |
|