Personal Capital Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $466K | Hold |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $333K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $343K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $323K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $257K | Buy |
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