Simplicity Wealth’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	-21,759	Closed	-$1.14M	–	1225
2024 Q2	$1.14M	Sell	21,759 -5,996	-22%	-$314K	0.03%	493
2024 Q1	$1.64M	Buy	+27,755	New	+$1.64M	0.04%	390