Fortis Capital Advisors’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	-318	Closed	-$13.2K	–	622
2023 Q1	$13.2K	Sell	318 -5,711	-95%	-$237K	0.01%	438
2022 Q4	$292K	Buy	+6,029	New	+$292K	0.17%	80