Washington Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-92
| Closed | -$3.8K | – | 777 |
|
|
2023
Q1 | $3.8K | Hold |
92
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $4.43K | Sell |
92
-945
| -91% | -$45.5K | ﹤0.01% | 624 |
|
|
2022
Q3 | $45K | Buy |
1,037
+171
| +20% | +$7.42K | ﹤0.01% | 402 |
|
|
2022
Q2 | $39K | Buy |
866
+140
| +19% | +$6.31K | ﹤0.01% | 438 |
|
|
2022
Q1 | $32K | Buy |
726
+629
| +648% | +$27.7K | ﹤0.01% | 513 |
|
|
2021
Q4 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 899 |
|