Toth Financial Advisory’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
Q1 | – | Sell |
-12,188
| Closed | -$590K | – | 846 |
|
|
2022
Q4 | $590K | Sell |
12,188
-2,212
| -15% | -$107K | 0.1% | 141 |
|
|
2022
Q3 | $620K | Buy |
14,400
+2,212
| +18% | +$95.2K | 0.11% | 122 |
|
|
2022
Q2 | $555K | Buy |
12,188
+6,000
| +97% | +$273K | 0.1% | 125 |
|
|
2022
Q1 | $275K | Buy |
+6,188
| New | +$275K | 0.04% | 174 |
|