Destiny Wealth Partners’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,639	Closed	-$234K	–	197
2023 Q1	$234K	Sell	5,639 -969	-15%	-$40.2K	0.05%	172
2022 Q4	$320K	Sell	6,608 -379	-5%	-$18.3K	0.07%	138
2022 Q3	$301K	Buy	+6,987	New	+$301K	0.07%	126