Bison Wealth’s W.R. Berkley WRB Stock Holding History

Bison Wealth’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$276K	Hold
2021 Q3	$245K	Hold
2021 Q2	$249K	Buy
2016 Q3	–	Sell
2016 Q2	$454K	Buy