Regent Peak 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
2021 Q1	–	Sell	-578	Closed	-$17K	–	1008
2020 Q4	$17K	Buy	+578	New	+$17K	0.01%	489