TW
Transform Wealth’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,193
| Closed | -$812K | – | 230 |
|
|
2022
Q1 | $812K | Buy |
12,193
+8,964
| +278% | +$597K | 0.09% | 123 |
|
|
2021
Q4 | $266K | Sell |
3,229
-3,228
| -50% | -$266K | 0.03% | 197 |
|
|
2021
Q3 | $473K | Hold |
6,457
| – | – | 0.05% | 166 |
|
|
2021
Q2 | $481K | Hold |
6,457
| – | – | 0.06% | 170 |
|
|
2021
Q1 | $487K | Sell |
6,457
-3,220
| -33% | -$243K | 0.1% | 157 |
|
|
2020
Q4 | $643K | Sell |
9,677
-1,440
| -13% | -$95.7K | 0.13% | 130 |
|
|
2020
Q3 | $680K | Hold |
11,117
| – | – | 0.11% | 126 |
|
|
2020
Q2 | $637K | Sell |
11,117
-4,000
| -26% | -$229K | 0.11% | 129 |
|
|
2020
Q1 | $789K | Buy |
+15,117
| New | +$789K | 0.17% | 116 |
|