TFO Wealth Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12
| Closed | -$708 | – | 755 |
|
|
2024
Q1 | $708 | Hold |
12
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $566 | Hold |
12
| – | – | ﹤0.01% | 304 |
|
|
2023
Q3 | $476 | Hold |
12
| – | – | ﹤0.01% | 469 |
|
|
2023
Q2 | $476 | Hold |
12
| – | – | ﹤0.01% | 292 |
|
|
2023
Q1 | $498 | Buy |
12
+7
| +140% | +$291 | ﹤0.01% | 246 |
|
|
2022
Q4 | $77 | Buy |
+5
| New | +$77 | ﹤0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 504 |
|
|
2022
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 481 |
|