Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1106 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1079 |
|
|
2016
Q4 | – | Sell |
-2,251
| Closed | -$39K | – | 1045 |
|
|
2016
Q3 | $39K | Buy |
+2,251
| New | +$39K | 0.03% | 371 |
|
|
2015
Q1 | – | Sell |
-516
| Closed | -$8K | – | 798 |
|
|
2014
Q4 | $8K | Hold |
516
| – | – | 0.01% | 591 |
|
|
2014
Q3 | $7K | Hold |
516
| – | – | 0.01% | 629 |
|
|
2014
Q2 | $7K | Hold |
516
| – | – | 0.01% | 622 |
|
|
2014
Q1 | $6K | Hold |
516
| – | – | 0.01% | 451 |
|
|
2013
Q4 | $7K | Hold |
516
| – | – | ﹤0.01% | 506 |
|
|
2013
Q3 | $7K | Hold |
516
| – | – | ﹤0.01% | 448 |
|
|
2013
Q2 | $6K | Buy |
+516
| New | +$6K | ﹤0.01% | 432 |
|