New Wave Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-54
Closed -$3.16K 680
2024
Q4
$3.16K Buy
+54
New +$3.16K ﹤0.01% 496