Planning Center Inc’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	-5,060	Closed	-$211K	–	79
2023 Q1	$211K	Hold	5,060	–	–	0.06%	61
2022 Q4	$245K	Buy	+5,060	New	+$245K	0.07%	59