Precision Wealth Strategies’s W.R. Berkley WRB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,524	Closed	-$219K	–	118
2022 Q4	$219K	Sell	4,524 -78	-2%	-$3.77K	0.23%	90
2022 Q3	$223K	Buy	+4,602	New	+$223K	0.2%	112