TVWM
Tower View Wealth Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-46,416
| Closed | -$2.89M | – | 192 |
|
|
2023
Q1 | $2.89M | Buy |
46,416
+552
| +1% | +$34.4K | 1.94% | 26 |
|
|
2022
Q4 | $3.33M | Sell |
45,864
-252
| -0.5% | -$18.3K | 2.31% | 19 |
|
|
2022
Q3 | $2.98M | Buy |
46,116
+362
| +0.8% | +$23.4K | 2.27% | 18 |
|
|
2022
Q2 | $3.12M | Buy |
+45,754
| New | +$3.12M | 2.3% | 16 |
|