Private Advisory Group’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,135
Closed -$442K 240
2022
Q4
$442K Buy
+9,135
New +$442K 0.1% 136
2022
Q3
Sell
-21,893
Closed -$996K 217
2022
Q2
$996K Buy
+21,893
New +$996K 0.23% 82