VisionPoint Advisory Group’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	-89	Closed	-$4.64K	–	793
2024 Q2	$4.64K	Sell	89 -13	-13%	-$677	﹤0.01%	567
2024 Q1	$6.01K	Buy	102 +13	+15%	+$766	﹤0.01%	514
2023 Q4	$4.17K	Sell	89 -544	-86%	-$25.5K	﹤0.01%	514
2023 Q3	$26.8K	Buy	+633	New	+$26.8K	0.01%	326