WAM
Wakefield Asset Management’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,137
| Closed | -$2.44M | – | 192 |
|
|
2023
Q1 | $2.44M | Sell |
39,137
-404
| -1% | -$25.2K | 1.01% | 40 |
|
|
2022
Q4 | $2.87M | Sell |
39,541
-54
| -0.1% | -$3.92K | 1.21% | 19 |
|
|
2022
Q3 | $2.56M | Buy |
39,595
+33,871
| +592% | +$2.19M | 1.17% | 22 |
|
|
2022
Q2 | $394K | Hold |
5,724
| – | – | 0.17% | 132 |
|
|
2022
Q1 | $381K | Buy |
+5,724
| New | +$381K | 0.14% | 144 |
|