Ranch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $393K | Sell |
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|
2022
Q4 | $462K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $45K | Sell |
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|
2019
Q3 | $119K | Buy |
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