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

Connectus Wealth’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
2024 Q1	$987K	Sell
2023 Q4	$844K	Buy
2023 Q3	$751K	Hold
2023 Q2	$704K	Buy
2023 Q1	$736K	Buy
2022 Q4	$854K	Sell
2022 Q3	$789K	Buy
2022 Q2	$460K	Buy
2022 Q1	$397K	Sell
2021 Q4	$397K	Buy