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Clearstead Trust’s W.R. Berkley WRB Stock Holding History

Clearstead Trust’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 		$23K Buy
313
+73
+30% +$5.36K ﹤0.01% 409
2025
Q1 		$17.1K Buy
+240
New +$17.1K ﹤0.01% 378