Kingsview 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
2023 Q2	–	Sell	-6,545	Closed	-$272K	–	982
2023 Q1	$272K	Sell	6,545 -4	-0.1%	-$166	0.01%	742
2022 Q4	$317K	Sell	6,549 -12,981	-66%	-$628K	0.01%	650
2022 Q3	$841K	Sell	19,530 -10,920	-36%	-$470K	0.04%	368
2022 Q2	$1.39M	Buy	+30,450	New	+$1.39M	0.07%	286