Atria Wealth Solutions’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,752	Closed	-$446K	–	1985
2023 Q1	$446K	Sell	10,752 -840	-7%	-$34.9K	0.01%	1191
2022 Q4	$561K	Buy	11,592 +2,400	+26%	+$116K	0.01%	1016
2022 Q3	$396K	Buy	+9,192	New	+$396K	0.01%	1145