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Amplius Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Amplius Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-396
Closed -$14K – 926
2021
Q4 		$14K Buy
+396
New +$14K ﹤0.01% 543