Voya Financial Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-8,669
| Closed | -$276K | – | 657 |
|
2019
Q3 | $276K | Sell |
8,669
-887
| -9% | -$28.2K | 0.01% | 510 |
|
2019
Q2 | $276K | Sell |
9,556
-599
| -6% | -$17.3K | 0.01% | 514 |
|
2019
Q1 | $255K | Sell |
10,155
-68
| -0.7% | -$1.71K | 0.01% | 514 |
|
2018
Q4 | $221K | Sell |
10,223
-186
| -2% | -$4.02K | 0.01% | 497 |
|
2018
Q3 | $244K | Buy |
10,409
+335
| +3% | +$7.85K | 0.01% | 516 |
|
2018
Q2 | $215K | Buy |
10,074
+631
| +7% | +$13.5K | 0.01% | 518 |
|
2018
Q1 | $203K | Buy |
+9,443
| New | +$203K | 0.01% | 523 |
|
2017
Q2 | – | Sell |
-10,469
| Closed | -$217K | – | 522 |
|
2017
Q1 | $217K | Buy |
+10,469
| New | +$217K | 0.02% | 449 |
|