First Trust Capital Strength Hedged Equity Portfolio WRB Holdings History
First Trust Capital Strength Hedged Equity Portfolio's WR Berkley Corp Holding Summary
As of 2025-03-31, First Trust Capital Strength Hedged Equity Portfolio held 3,509.00 shares of WR Berkley Corp(WRB), totaling $249,700.00. This investment constitutes 2.34% of their stock portfolio, and First Trust Capital Strength Hedged Equity Portfolio now holds 0% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2023Q3. And since then First Trust Capital Strength Hedged Equity Portfolio has made 5 purchases of WRB, at an average price of $56.42, for a total of 6,049.00 shares. In addition, there have been 1 sales at an average price of $59.94 for 2,540.00 shares. Based on historical transaction data and WRB's current price of $68.13, First Trust Capital Strength Hedged Equity Portfolio's estimated gain on his WRB holdings is $50,036.87, reflecting a 14.66% gain to date.
First Trust Capital Strength Hedged Equity Portfolio WRB ($68.13) Holding Chart
First Trust Capital Strength Hedged Equity Portfolio WRB ($68.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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