Simplicity Solutions’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.2M Sell
2023
Q3
$1.09M Buy
2023
Q2
$995K Buy
2023
Q1
$1.03M Buy
2022
Q4
$1.04M Sell
2022
Q3
$968K Sell
2022
Q2
$1.21M Buy
2022
Q1
$813K Sell
2021
Q4
$1.15M Buy
2021
Q3
$466K Buy
2021
Q2
$412K Buy
2021
Q1
$319K Buy
2016
Q1
Sell
2015
Q4
$816K Buy