Tarbox Family Office’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18
| Closed | -$1K | – | 984 |
|
|
2022
Q1 | $1K | Sell |
18
-443
| -96% | -$24.6K | ﹤0.01% | 1034 |
|
|
2021
Q4 | $17K | Hold |
461
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $15K | Hold |
461
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $15K | Hold |
461
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $15K | Hold |
461
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $14K | Hold |
461
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $13K | Hold |
461
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $12K | Buy |
461
+443
| +2,461% | +$11.5K | ﹤0.01% | 356 |
|
|
2020
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1344 |
|