Financial Gravity Asset Management’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 Q2	–	Sell	-81	Closed	-$4.79K	–	2544
2024 Q1	$4.79K	Buy	81 +69	+575%	+$4.08K	﹤0.01%	864
2023 Q4	$837	Buy	12 +6	+100%	+$419	﹤0.01%	1064
2023 Q3	$406	Sell	6 -84	-93%	-$5.68K	﹤0.01%	835
2023 Q2	$726	Buy	+90	New	+$726	﹤0.01%	909