BKM Wealth Management’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 Q1	–	Sell	-567	Closed	-$26.7K	–	565
2023 Q4	$26.7K	Buy	+567	New	+$26.7K	0.01%	340