Truvestments Capital’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$1.52K | – | 1165 |
|
|
2024
Q4 | $1.52K | Hold |
26
| – | – | ﹤0.01% | 881 |
|
|
2024
Q3 | $1.48K | Buy |
+26
| New | +$1.48K | ﹤0.01% | 826 |
|
|
2023
Q1 | – | Sell |
-44
| Closed | -$2.11K | – | 949 |
|
|
2022
Q4 | $2.11K | Buy |
+44
| New | +$2.11K | ﹤0.01% | 714 |
|
|
2019
Q4 | – | Sell |
-1,967
| Closed | -$63K | – | 596 |
|
|
2019
Q3 | $63K | Hold |
1,967
| – | – | 0.04% | 234 |
|
|
2019
Q2 | $58K | Sell |
1,967
-676
| -26% | -$19.9K | 0.04% | 259 |
|
|
2019
Q1 | $66K | Buy |
+2,643
| New | +$66K | 0.05% | 217 |
|
|
2018
Q3 | $103K | Buy |
+4,330
| New | +$103K | 0.05% | 252 |
|