Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,375
| Closed | -$85K | – | 1754 |
|
|
2019
Q1 | $85K | Buy |
+3,375
| New | +$85K | 0.01% | 361 |
|
|
2016
Q2 | – | Sell |
-344
| Closed | -$5.7K | – | 934 |
|
|
2016
Q1 | $5.7K | Hold |
344
| – | – | ﹤0.01% | 712 |
|
|
2015
Q4 | $6K | Hold |
344
| – | – | ﹤0.01% | 612 |
|
|
2015
Q3 | $5K | Buy |
+344
| New | +$5K | ﹤0.01% | 749 |
|