Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-1,397
| Closed | -$35K | – | 2097 |
|
|
2019
Q1 | $35K | Buy |
1,397
+850
| +155% | +$21.3K | ﹤0.01% | 1053 |
|
|
2018
Q4 | $12K | Buy |
547
+31
| +6% | +$680 | ﹤0.01% | 1405 |
|
|
2018
Q3 | $12K | Sell |
516
-34
| -6% | -$791 | ﹤0.01% | 1464 |
|
|
2018
Q2 | $12K | Buy |
550
+34
| +7% | +$742 | ﹤0.01% | 1477 |
|
|
2018
Q1 | $11K | Buy |
516
+16
| +3% | +$341 | ﹤0.01% | 1547 |
|
|
2017
Q4 | $11K | Buy |
500
+27
| +6% | +$594 | ﹤0.01% | 1566 |
|
|
2017
Q3 | $9K | Hold |
473
| – | – | ﹤0.01% | 1625 |
|
|
2017
Q2 | $10K | Hold |
473
| – | – | ﹤0.01% | 1546 |
|
|
2017
Q1 | $10K | Buy |
473
+48
| +11% | +$1.02K | ﹤0.01% | 1353 |
|
|
2016
Q4 | $8K | Hold |
425
| – | – | ﹤0.01% | 1302 |
|
|
2016
Q3 | $7K | Hold |
425
| – | – | ﹤0.01% | 1338 |
|
|
2016
Q2 | $8K | Hold |
425
| – | – | ﹤0.01% | 1245 |
|
|
2016
Q1 | $7K | Hold |
425
| – | – | ﹤0.01% | 1269 |
|
|
2015
Q4 | $7K | Buy |
+425
| New | +$7K | ﹤0.01% | 1284 |
|