Tradition Wealth Management’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
Q1 | – | Sell |
-1,647
| Closed | -$78K | – | 1193 |
|
|
2023
Q4 | $78K | Buy |
1,647
+4
| +0.2% | +$189 | 0.01% | 532 |
|
|
2023
Q3 | $70K | Buy |
1,643
+3
| +0.2% | +$128 | 0.01% | 531 |
|
|
2023
Q2 | $65K | Buy |
1,640
+8
| +0.5% | +$317 | 0.01% | 561 |
|
|
2023
Q1 | $68K | Sell |
1,632
-5
| -0.3% | -$208 | 0.01% | 538 |
|
|
2022
Q4 | $79K | Buy |
1,637
+8
| +0.5% | +$386 | 0.01% | 426 |
|
|
2022
Q3 | $70K | Buy |
+1,629
| New | +$70K | 0.01% | 434 |
|