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Carolina Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Carolina Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.54K Hold
21
– – ﹤0.01% 228
2025
Q1 		$1.49K Hold
21
– – ﹤0.01% 240
2024
Q4 		$1.23K Hold
21
– – ﹤0.01% 253
2024
Q3 		$1.19K Buy
+21
New +$1.19K ﹤0.01% 297