BerganKDV Wealth Management’s W.R. Berkley WRB Stock Holding History

BerganKDV Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.18K	Sell
2023 Q1	$13.1K	Buy
2022 Q4	$6.31K	Hold
2022 Q3	$6K	Hold
2022 Q2	$6K	Hold
2022 Q1	$6K	Hold
2021 Q4	$5K	Hold
2021 Q3	$4K	Buy