Kiely Wealth Advisory Group’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 Q4	$35.3K	Hold	580	–	–	0.02%	129
2024 Q3	$35.2K	Sell	580 -290	-33%	-$17.6K	0.02%	136
2024 Q2	$32.8K	Buy	870 +289	+50%	+$10.9K	0.02%	125
2024 Q1	$29.9K	Hold	581	–	–	0.02%	120
2023 Q4	$31.9K	Buy	+581	New	+$31.9K	0.02%	116