TriaGen 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
2023
Q1
Sell
-9,623
Closed -$466K 189
2022
Q4
$466K Buy
+9,623
New +$466K 0.26% 96