Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-147
| Closed | -$7K | – | 816 |
|
|
2022
Q2 | $7K | Hold |
147
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $7K | Sell |
147
-2
| -1% | -$95 | ﹤0.01% | 518 |
|
|
2021
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $5K | Hold |
149
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $5K | Hold |
149
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $5K | Sell |
149
-76
| -34% | -$2.55K | ﹤0.01% | 567 |
|
|
2020
Q4 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 492 |
|
|
2020
Q3 | – | Sell |
-225
| Closed | -$6K | – | 729 |
|
|
2020
Q2 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 446 |
|