Smith Hayes Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $357K | Hold |
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|
2015
Q4 | $348K | Buy |
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|
2015
Q3 | $345K | Buy |
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|
2015
Q2 | $330K | Buy |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $297K | Hold |
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|
2014
Q3 | $277K | Hold |
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|
2014
Q2 | $269K | Hold |
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|
2014
Q1 | $241K | Sell |
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|
2013
Q4 | $704K | Buy |
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|
2013
Q3 | $679K | Buy |
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|
2013
Q2 | $635K | Buy |
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