SJIA
St. James Investment Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $812K | Sell |
11,183
-1,055
| -9% | -$76.6K | 1.49% | 29 |
|
|
2022
Q3 | $792K | Sell |
12,238
-1,452
| -11% | -$94K | 1.73% | 22 |
|
|
2022
Q2 | $942K | Buy |
+13,690
| New | +$942K | 1.9% | 21 |
|
|
2022
Q1 | – | Sell |
-29,423
| Closed | -$2.42M | – | 105 |
|
|
2021
Q4 | $2.42M | Buy |
+29,423
| New | +$2.42M | 1.79% | 28 |
|