First Trust Growth Strength Portfolio WRB Holdings History
Number of Shares
7,764.00
Current Holdings Value*
$552,490.00
% of Portfolio
2.62%
Total Estimate Gain
$149,961.44
% of Total Estimate Gain
36.80%
First Trust Growth Strength Portfolio's WR Berkley Corp Holding Summary
As of 2025-03-31, First Trust Growth Strength Portfolio held 7,764.00 shares of WR Berkley Corp(WRB), totaling $552,490.00. This investment constitutes 2.62% of their stock portfolio, and First Trust Growth Strength Portfolio now holds 0% of the outstanding WR Berkley Corp(WRB) stock.
The initial trade took place in 2023Q2. And since then First Trust Growth Strength Portfolio has made 7 purchases of WRB, at an average price of $52.49, for a total of 7,764.00 shares. Based on historical transaction data and WRB's current price of $71.80, First Trust Growth Strength Portfolio's estimated gain on his WRB holdings is $149,961.44, reflecting a 36.80% gain to date.
First Trust Growth Strength Portfolio WRB ($71.80) Holding Chart
First Trust Growth Strength Portfolio WRB ($71.80) 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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