West Branch Capital’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53
| Closed | -$2.48K | – | 450 |
|
|
2023
Q4 | $2.48K | Buy |
+53
| New | +$2.48K | ﹤0.01% | 390 |
|
|
2023
Q1 | – | Sell |
-146
| Closed | -$7.04K | – | 467 |
|
|
2022
Q4 | $7.04K | Hold |
146
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $6K | Hold |
146
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $7K | Sell |
146
-22
| -13% | -$1.06K | ﹤0.01% | 314 |
|
|
2022
Q1 | $7K | Sell |
168
-1
| -0.6% | -$42 | ﹤0.01% | 332 |
|
|
2021
Q4 | $6K | Hold |
169
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $5K | Hold |
169
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $6K | Buy |
+169
| New | +$6K | ﹤0.01% | 363 |
|