Heritage Wealth Management (Arizona)’s W.R. Berkley WRB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$429K	Sell
2024 Q1	$543K	Sell
2023 Q4	$447K	Buy
2022 Q4	$1.52M	Buy
2022 Q3	$639K	Buy
2022 Q2	$645K	Buy
2022 Q1	$553K	Buy
2021 Q3	$201K	Buy
2021 Q2	$169K	Buy