Arkadios Wealth Advisors’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 Q2	–	Sell	-7,766	Closed	-$458K	–	903
2024 Q1	$458K	Buy	7,766 +734	+10%	+$43.3K	0.04%	398
2023 Q4	$332K	Buy	+7,032	New	+$332K	0.03%	485