Granite Bay Wealth 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 Q1	–	Sell	-10,502	Closed	-$479K	–	294
2023 Q4	$479K	Buy	10,502 +18	+0.2%	+$821	﹤0.01%	253
2023 Q3	$434K	Buy	+10,484	New	+$434K	﹤0.01%	265