SeaCrest Wealth Management’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 |
-503
| Closed | -$23K | – | 1537 |
|
|
2022
Q2 | $23K | Buy |
+503
| New | +$23K | ﹤0.01% | 1440 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$6K | – | 1853 |
|
|
2019
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1687 |
|
|
2018
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 1717 |
|
|
2018
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q2 | $5K | Sell |
250
-23
| -8% | -$460 | ﹤0.01% | 1830 |
|
|
2018
Q1 | $6K | Hold |
273
| – | – | ﹤0.01% | 1753 |
|
|
2017
Q4 | $6K | Buy |
+273
| New | +$6K | ﹤0.01% | 1773 |
|