WealthTrust-Arizona’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $356K | Hold |
16,244
| – | – | 0.21% | 42 |
|
|
2018
Q3 | $385K | Hold |
16,244
| – | – | 0.18% | 45 |
|
|
2018
Q2 | $349K | Hold |
16,244
| – | – | 0.18% | 43 |
|
|
2018
Q1 | $350K | Hold |
16,244
| – | – | 0.18% | 42 |
|
|
2017
Q4 | $345K | Hold |
16,244
| – | – | 0.17% | 46 |
|
|
2017
Q3 | $321K | Hold |
16,244
| – | – | 0.16% | 47 |
|
|
2017
Q2 | $333K | Hold |
16,244
| – | – | 0.17% | 46 |
|
|
2017
Q1 | $340K | Hold |
16,244
| – | – | 0.18% | 47 |
|
|
2016
Q4 | $320K | Hold |
16,244
| – | – | 0.18% | 50 |
|
|
2016
Q3 | $278K | Hold |
16,244
| – | – | 0.17% | 56 |
|
|
2016
Q2 | $288K | Hold |
16,244
| – | – | 0.18% | 54 |
|
|
2016
Q1 | $270K | Hold |
16,244
| – | – | 0.17% | 52 |
|
|
2015
Q4 | $264K | Hold |
16,244
| – | – | 0.16% | 54 |
|
|
2015
Q3 | $262K | Hold |
16,244
| – | – | 0.16% | 48 |
|
|
2015
Q2 | $250K | Hold |
16,244
| – | – | 0.15% | 55 |
|
|
2015
Q1 | $243K | Hold |
16,244
| – | – | 0.15% | 55 |
|
|
2014
Q4 | $247K | Hold |
16,244
| – | – | 0.21% | 55 |
|
|
2014
Q3 | $230K | Hold |
16,244
| – | – | 0.25% | 56 |
|
|
2014
Q2 | $223K | Hold |
16,244
| – | – | 0.24% | 55 |
|
|
2014
Q1 | $200K | Hold |
16,244
| – | – | 0.23% | 53 |
|
|
2013
Q4 | $209K | Hold |
16,244
| – | – | 0.24% | 48 |
|
|
2013
Q3 | $206K | Hold |
16,244
| – | – | 0.26% | 46 |
|
|
2013
Q2 | $197K | Buy |
+16,244
| New | +$197K | 0.27% | 46 |
|