WR Wealth Planners’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
Q4 | $527 | Hold |
9
| – | – | ﹤0.01% | 980 |
|
|
2024
Q3 | $511 | Hold |
9
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q2 | $471 | Buy |
+9
| New | +$471 | ﹤0.01% | 1022 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$2.54K | – | 865 |
|
|
2023
Q3 | $2.54K | Hold |
60
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $2.38K | Buy |
+60
| New | +$2.38K | ﹤0.01% | 753 |
|