1900 Wealth Management’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 Q1	–	Sell	-4,974	Closed	-$235K	–	293
2023 Q4	$235K	Hold	4,974	–	–	0.02%	267
2023 Q3	$211K	Buy	+4,974	New	+$211K	0.02%	283