Zullo Investment Group’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-144
| Closed | -$6.97K | – | 720 |
|
|
2022
Q4 | $6.97K | Hold |
144
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $6K | Hold |
144
| – | – | ﹤0.01% | 576 |
|
|
2022
Q2 | $7K | Hold |
144
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $6K | Hold |
144
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $5K | Buy |
+144
| New | +$5K | ﹤0.01% | 671 |
|