SWS
SYSTM Wealth Solutions’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-649
| Closed | -$57.4K | – | 976 |
|
|
2024
Q1 | $57.4K | Sell |
649
-18
| -3% | -$1.59K | 0.01% | 560 |
|
|
2023
Q4 | $47.1K | Sell |
667
-4,707
| -88% | -$333K | 0.01% | 595 |
|
|
2023
Q3 | $341K | Buy |
5,374
+1,251
| +30% | +$79.4K | 0.05% | 343 |
|
|
2023
Q2 | $246K | Buy |
+4,123
| New | +$246K | 0.03% | 419 |
|