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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$408K	Buy	5,553 +807	+17%	+$59.3K	0.01%	807
2025 Q1	$338K	Sell	4,746 -172	-3%	-$12.2K	0.01%	821
2024 Q4	$288K	Sell	4,918 -2,306	-32%	-$135K	0.01%	898
2024 Q3	$410K	Buy	+7,224	New	+$410K	0.01%	693