PWAG
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Polaris Wealth Advisory Group’s W.R. Berkley WRB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-213,261
Closed -$15.6M – 188
2022
Q4 		$15.6M Buy
213,261
+1,728
+0.8% +$126K 1.16% 30
2022
Q3 		$14.3M Buy
+211,533
New +$14.3M 1.19% 28