Wellington Wealth Strategies’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	-5,171	Closed	-$269K	–	100
2024 Q2	$269K	Buy	+5,171	New	+$269K	1.13%	27