Riverview Trust Company’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-360
| Closed | -$18.9K | – | 855 |
|
|
2024
Q2 | $18.9K | Hold |
360
| – | – | 0.02% | 462 |
|
|
2024
Q1 | $21.2K | Buy |
+360
| New | +$21.2K | 0.02% | 450 |
|
|
2023
Q4 | – | Sell |
-360
| Closed | -$15.2K | – | 641 |
|
|
2023
Q3 | $15.2K | Hold |
360
| – | – | 0.01% | 523 |
|
|
2023
Q2 | $14.3K | Hold |
360
| – | – | 0.01% | 558 |
|
|
2023
Q1 | $14.9K | Hold |
360
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $17K | Hold |
360
| – | – | 0.02% | 383 |
|
|
2022
Q3 | $15K | Hold |
360
| – | – | 0.01% | 445 |
|
|
2022
Q2 | $16K | Hold |
360
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $16K | Buy |
+360
| New | +$16K | 0.01% | 595 |
|