Wealthcare Advisory Partners’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-252
| Closed | -$8K | – | 1880 |
|
|
2021
Q1 | $8K | Buy |
+252
| New | +$8K | ﹤0.01% | 1537 |
|
|
2020
Q2 | – | Sell |
-252
| Closed | -$6K | – | 1370 |
|
|
2020
Q1 | $6K | Hold |
252
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q4 | $8K | Hold |
252
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q3 | $8K | Hold |
252
| – | – | ﹤0.01% | 985 |
|
|
2019
Q2 | $7K | Sell |
252
-1
| -0.4% | -$28 | ﹤0.01% | 1002 |
|
|
2019
Q1 | $6K | Hold |
253
| – | – | ﹤0.01% | 939 |
|
|
2018
Q4 | $6K | Hold |
253
| – | – | ﹤0.01% | 908 |
|
|
2018
Q3 | $6K | Hold |
253
| – | – | ﹤0.01% | 965 |
|
|
2018
Q2 | $5K | Hold |
253
| – | – | ﹤0.01% | 998 |
|
|
2018
Q1 | $5K | Hold |
253
| – | – | ﹤0.01% | 841 |
|
|
2017
Q4 | $5K | Buy |
+253
| New | +$5K | ﹤0.01% | 798 |
|