Mascoma Wealth Management’s W.R. Berkley WRB Stock Holding History

Mascoma Wealth Management’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
2025 Q2	$82.7K	Hold
2025 Q1	$80.1K	Sell
2024 Q4	$68.5K	Hold
2024 Q3	$66.4K	Sell
2024 Q2	$62.1K	Buy