Planning Capital Management Corporation’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 Q3	–	Sell	-804	Closed	-$42.1K	–	919
2024 Q2	$42.1K	Hold	804	–	–	0.03%	206
2024 Q1	$47.4K	Hold	804	–	–	0.03%	194
2023 Q4	$37.9K	Buy	+804	New	+$37.9K	0.03%	214