Williams Jones & Associates’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $546K | Sell |
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|
2019
Q1 | $499K | Sell |
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|
2018
Q4 | $442K | Sell |
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|
2018
Q3 | $522K | Buy |
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|
2018
Q2 | $416K | Hold |
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|
2018
Q1 | $418K | Sell |
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|
2017
Q4 | $430K | Sell |
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|
2017
Q3 | $407K | Hold |
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|
2017
Q2 | $422K | Hold |
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|
2017
Q1 | $431K | Sell |
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|
2016
Q4 | $407K | Buy |
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|
2016
Q3 | $324K | Sell |
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|
2016
Q2 | $366K | Buy |
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