TCI Wealth Advisors’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
Q2 | – | Sell |
-14
| Closed | -$561 | – | 2253 |
|
|
2023
Q1 | $561 | Sell |
14
-7
| -33% | -$281 | ﹤0.01% | 2200 |
|
|
2022
Q4 | $1.02K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 2112 |
|
|
2022
Q3 | $1K | Sell |
20
-280
| -93% | -$14K | ﹤0.01% | 2185 |
|
|
2022
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 825 |
|