HERITAGE WEALTH ADVISORS – W. R. Berkley Corporation Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$123,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-5.39%
quarter
W. R. Berkley Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | $64.58 | 1.90K | |
| Q2 2022 | share | 0.00% | 0 shares | 3K | $68.26 | 1.90K | |
| Q1 2022 | share | Increase | +49.96% | 636 shares | 22K | $66.59 | 1.90K |
| Q4 2021 | share | 0.00% | 0 shares | 11.72K | $81.53 | 1.27K | |
| Q3 2021 | share | 0.00% | 0 shares | -1.59K | $73.18 | 1.27K | |
| Q2 2021 | share | 0.00% | 0 shares | -1.17K | $74.29 | 1.27K | |
| Q1 2021 | share | 0.00% | 0 shares | 10.92K | $74.58 | 1.27K | |
| Q4 2020 | share | 0.00% | 0 shares | 7.15K | $65.63 | 1.27K | |
| Q3 2020 | share | 0.00% | 0 shares | 4.91K | $60.31 | 1.27K | |
| Q2 2020 | share | 0.00% | 0 shares | 6.51K | $56.4 | 1.27K | |
| Q1 2020 | share | 0.00% | 0 shares | -21.55K | $51.25 | 1.27K | |
| Q4 2019 | share | 0.00% | 0 shares | -3.03K | $67.77 | 1.27K | |
| Q3 2019 | share | 0.00% | 0 shares | 7.07K | $69.95 | 1.27K | |
| Q2 2019 | share | Decrease | -0.08% | -1 shares | 12.00K | $63.75 | 1.27K |
| Q1 2019 | share | 0.00% | 0 shares | 9.92K | $54.1 | 1.27K | |
| Q4 2018 | share | 0.00% | 0 shares | -5K | $47.12 | 1.27K | |
| Q3 2018 | share | Increase | 0.00% | 1.27K shares | 67K | $50.53 | 1.27K |