Spartan Planning & Wealth Management’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$7.18K	Hold	149	–	–	0.01%	120
2022 Q3	$6K	Sell	149 -148	-50%	-$5.96K	0.01%	59
2022 Q2	$14K	Hold	297	–	–	0.02%	70
2022 Q1	$13K	Buy	+297	New	+$13K	0.02%	107