Lake Point 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
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	349
2022 Q1	$2K	Sell	51 -489	-91%	-$19.2K	﹤0.01%	358
2021 Q4	$20K	Hold	540	–	–	0.01%	121
2021 Q3	$18K	Hold	540	–	–	0.01%	114
2021 Q2	$18K	Buy	+540	New	+$18K	0.01%	133