Steward Financial Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6K | Buy |
+153
| New | +$6K | ﹤0.01% | 578 |
|
|
2023
Q2 | – | Sell |
-177
| Closed | -$7K | – | 1012 |
|
|
2023
Q1 | $7K | Buy |
177
+91
| +106% | +$3.6K | ﹤0.01% | 261 |
|
|
2022
Q4 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 234 |
|
|
2022
Q3 | – | Sell |
-117
| Closed | -$5K | – | 1337 |
|
|
2022
Q2 | $5K | Buy |
+117
| New | +$5K | ﹤0.01% | 355 |
|