Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,346
| Closed | -$253K | – | 180 |
|
|
2017
Q2 | $253K | Sell |
12,346
-617
| -5% | -$12.6K | 0.05% | 153 |
|
|
2017
Q1 | $271K | Buy |
12,963
+1,792
| +16% | +$37.5K | 0.06% | 141 |
|
|
2016
Q4 | $220K | Buy |
+11,171
| New | +$220K | 0.05% | 149 |
|
|
2016
Q3 | – | Sell |
-12,521
| Closed | -$222K | – | 161 |
|
|
2016
Q2 | $222K | Buy |
+12,521
| New | +$222K | 0.05% | 147 |
|