VAM
Visionary Asset Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $271K | Buy |
3,671
+148
| +4% | +$10.9K | 0.11% | 64 |
|
|
2018
Q3 | $284K | Buy |
3,523
+269
| +8% | +$21.7K | 0.09% | 216 |
|
|
2018
Q2 | $236K | Buy |
3,254
+123
| +4% | +$8.92K | 0.08% | 226 |
|
|
2018
Q1 | $228K | Buy |
3,131
+261
| +9% | +$19K | 0.07% | 226 |
|
|
2017
Q4 | $206K | Buy |
+2,870
| New | +$206K | 0.06% | 262 |
|
|
2015
Q1 | – | Sell |
-72
| Closed | -$4K | – | 178 |
|
|
2014
Q4 | $4K | Sell |
72
-16
| -18% | -$889 | ﹤0.01% | 161 |
|
|
2014
Q3 | $4K | Sell |
88
-2,055
| -96% | -$93.4K | ﹤0.01% | 116 |
|
|
2014
Q2 | $99K | Buy |
+2,143
| New | +$99K | 0.02% | 112 |
|