Abound 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	-113	Closed	-$5.3K	–	1417
2023 Q4	$5.3K	Hold	113	–	–	﹤0.01%	487
2023 Q3	$4.76K	Sell	113 -18	-14%	-$759	﹤0.01%	473
2023 Q2	$5.18K	Buy	131 +18	+16%	+$712	﹤0.01%	474
2023 Q1	$4.67K	Buy	+113	New	+$4.67K	﹤0.01%	421