Squar Milner Financial Services’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,223
| Closed | -$235K | – | 199 |
|
|
2020
Q2 | $235K | Buy |
9,223
+873
| +10% | +$22.2K | 0.13% | 182 |
|
|
2020
Q1 | $193K | Buy |
8,350
+261
| +3% | +$6.03K | 0.12% | 171 |
|
|
2019
Q4 | $248K | Sell |
8,089
-3,177
| -28% | -$97.4K | 0.12% | 167 |
|
|
2019
Q3 | $306K | Buy |
11,266
+5,301
| +89% | +$144K | 0.16% | 158 |
|
|
2019
Q2 | $175K | Buy |
5,965
+956
| +19% | +$28K | 0.12% | 181 |
|
|
2019
Q1 | $125K | Sell |
5,009
-1,059
| -17% | -$26.4K | 0.09% | 230 |
|
|
2018
Q4 | $133K | Hold |
6,068
| – | – | 0.13% | 186 |
|
|
2018
Q3 | $144K | Buy |
6,068
+766
| +14% | +$18.2K | 0.13% | 198 |
|
|
2018
Q2 | $114K | Buy |
+5,302
| New | +$114K | 0.1% | 231 |
|