Triad Wealth Partners’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	-38	Closed	-$1.97K	–	953
2024 Q2	$1.97K	Buy	+38	New	+$1.97K	﹤0.01%	762