Wealthfront’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,541
| Closed | -$41K | – | 1079 |
|
|
2015
Q3 | $41K | Buy |
2,541
+1,657
| +187% | +$26.7K | ﹤0.01% | 554 |
|
|
2015
Q2 | $14K | Sell |
884
-145
| -14% | -$2.3K | ﹤0.01% | 748 |
|
|
2015
Q1 | $15K | Buy |
1,029
+1,022
| +14,600% | +$14.9K | ﹤0.01% | 577 |
|
|
2014
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1016 |
|