Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-106
| Closed | -$2K | – | 969 |
|
|
2020
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 811 |
|
|
2019
Q4 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 794 |
|
|
2016
Q4 | – | Sell |
-354
| Closed | -$6K | – | 910 |
|
|
2016
Q3 | $6K | Hold |
354
| – | – | ﹤0.01% | 622 |
|
|
2016
Q2 | $6K | Sell |
354
-335
| -49% | -$5.68K | ﹤0.01% | 581 |
|
|
2016
Q1 | $11K | Buy |
689
+335
| +95% | +$5.35K | ﹤0.01% | 563 |
|
|
2015
Q4 | $6K | Sell |
354
-338
| -49% | -$5.73K | ﹤0.01% | 679 |
|
|
2015
Q3 | $11K | Hold |
692
| – | – | ﹤0.01% | 763 |
|
|
2015
Q2 | $11K | Sell |
692
-1,114
| -62% | -$17.7K | ﹤0.01% | 839 |
|
|
2015
Q1 | $27K | Buy |
+1,806
| New | +$27K | ﹤0.01% | 580 |
|
|
2014
Q2 | – | Sell |
-1,411
| Closed | -$17K | – | 889 |
|
|
2014
Q1 | $17K | Hold |
1,411
| – | – | ﹤0.01% | 469 |
|
|
2013
Q4 | $18K | Buy |
+1,411
| New | +$18K | ﹤0.01% | 427 |
|