Rational 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-36
| Closed | -$1K | – | 608 |
|
2020
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 578 |
|
2016
Q4 | – | Sell |
-5,063
| Closed | -$87K | – | 314 |
|
2016
Q3 | $87K | Hold |
5,063
| – | – | 0.06% | 260 |
|
2016
Q2 | $90K | Buy |
+5,063
| New | +$90K | 0.06% | 175 |
|
2013
Q4 | $93K | Sell |
7,260
-945
| -12% | -$12.1K | 0.01% | 635 |
|
2013
Q3 | $104K | Sell |
8,205
-121
| -1% | -$1.53K | 0.01% | 643 |
|
2013
Q2 | $101K | Buy |
+8,326
| New | +$101K | 0.01% | 642 |
|