Syntax Advisors’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,839
| Closed | -$208K | – | 230 |
|
|
2022
Q3 | $208K | Buy |
4,839
+354
| +8% | +$15.2K | 0.18% | 180 |
|
|
2022
Q2 | $204K | Sell |
4,485
-161
| -3% | -$7.32K | 0.17% | 189 |
|
|
2022
Q1 | $206K | Sell |
4,646
-1,497
| -24% | -$66.4K | 0.17% | 202 |
|
|
2021
Q4 | $225K | Buy |
+6,143
| New | +$225K | 0.17% | 197 |
|