Elevation 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
2024 Q3	–	Sell	-99	Closed	-$5.19K	–	541
2024 Q2	$5.19K	Buy	+99	New	+$5.19K	﹤0.01%	381